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

> The Lund Company's 401(k) plan: 444 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ascensus-llc) — 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|—|—|

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