Plan Snapshot
- Plan Sponsor: The Lund Company
- Sponsor EIN: 470767990
- Sponsor Address: 450 REGENCY PARKWAY, SUITE 200, OMAHA, NE, 68114
- Plan Type: 401(k)
- Total Participants: 444
- Total Assets: $13.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 444 | $13.8M | $298,589 | $1.5M |
| 2023 | 459 | $11.8M | $315,199 | $1.3M |
| 2022 | 374 | $8.9M | $256,715 | $1.1M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $77,079 | — | $77,079 |
| SILVERSTONE ASSET MANAGEMENT INC | INVESTMENT ADVISORY | — | $25,191 | $25,191 |
| ASCENSUS | CONTRACT ADMINISTRATOR | $22,765 | — | $22,765 |
| BLAND & ASSOCIATES, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASCENSUS — CONTRACT ADMINISTRATOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $125,035
- Estimated Expense Ratio: 0.904% 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 | $99,844 | — | $99,844 | — | — |
| 2023 | $70,547 | — | $70,547 | — | — |
| 2022 | $52,531 | — | $52,531 | — | — |