# Walter Lagestee, INC. 401(k) Plan
Source: https://planprovider.pro/companies/walter-lagestee-inc-401k-plan

> Walter Lagestee, INC.'s 401(k) plan: 282 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Walter Lagestee, INC.

- **Sponsor EIN:** 362528955

- **Sponsor Address:** 330 W TAFT DR, SOUTH HOLLAND, IL, 604732026

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

- **Total Participants:** 282

- **Total Assets:** $6.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|282|$6.8M|$115,838|$247,896|

| 2023|301|$6.1M|$117,789|$248,941|

| 2022|291|$5.2M|$118,451|$240,499|

## 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|

| ADDUCCI VEGA FINANCIAL GROUP, LLC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$14,986|$166|$1,750|—|—|

| 2023|$14,623|$123|$1,775|—|—|

| 2022|$14,623|$99|$2,095|—|$12,429|

## Similar Plans

- [J.B. Sullivan, INC.](https://planprovider.pro/companies/j-b-sullivan-inc-401k-plan) — 320 participants

- [Butera Finer Foods, INC.](https://planprovider.pro/companies/butera-finer-foods-inc-401k-plan) — 322 participants

- [Kirby Foods, INC.](https://planprovider.pro/companies/kirby-foods-inc-401k-plan-003) — 341 participants

- [Kirby Foods, INC.](https://planprovider.pro/companies/kirby-foods-inc-401k-plan-002) — 398 participants

- [Fairplay, INC.](https://planprovider.pro/companies/fairplay-inc-401k-plan) — 413 participants

- [Dutch Farms, INC.](https://planprovider.pro/companies/dutch-farms-inc-401k-plan) — 435 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/walter-lagestee-inc-401k-plan)

© 2026 PlanProvider.Pro