# The Loomis Company 401(k) Plan
Source: https://planprovider.pro/companies/the-loomis-company-401k-plan

> The Loomis Company's 401(k) plan: 321 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Loomis Company

- **Sponsor EIN:** 232238132

- **Sponsor Address:** 850 NORTH PARK ROAD, WYOMISSING, PA, 19610

- **Plan Type:** 401(k)

- **Total Participants:** 321

- **Total Assets:** $20.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|321|$20.9M|$150,662|$1.1M|

| 2023|299|$18.9M|$144,528|$1.0M|

| 2022|348|$17.0M|$171,197|$1.2M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PNC INSTITUTIONAL ASSET MANAGEMENT|ADVISOR|$25,007|—|$25,007|

| NEWPORT GROUP, INC.|RECORDKEEPER|$13,565|—|$13,565|

| RKL LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RKL LLP](https://planprovider.pro/provider/rkl-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $38,572

- **Estimated Expense Ratio:** 0.184% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$38,572|$25,007|$13,565|—|—|

| 2023|$37,876|$21,013|$16,863|—|—|

| 2022|$21,184|$11,441|$9,743|—|—|

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