Back to filter
Original filing (PDF)20251010140552NAL0008277745001
LAFAYETTE ENGINEERING, INC.
Form 5500
FILING_RECEIVED
LAFAYETTE ENGINEERING, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
169
Accounts w/ balance
138
Plan assets (EOY)
$23.3M
Net assets (EOY)
$23.3M
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAFAYETTE ENGINEERING, INC..
Plan sponsor
Name
LAFAYETTE ENGINEERING, INC.
EIN
61-1168010
Address
2405 LEBANON ROAD · DANVILLE, KY · 40422
Phone
(859) 236-6884
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FAULKNER, KING & WENZ, PSC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KENTUCKY TRUST COMPANY | 61-1134793 | — | NONE | $3K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using KENTUCKY TRUST COMPANY
Similar-size Engineering Services plans
RIST-FROST SHUMWAY ENGINEERING, P.C.
RIST-FROST SHUMWAY ENGINEERING, P.C 401K PLAN
$23.3M · 102 participants
MATHEMATICAL RESEARCH, INC. DBA
MRI TECHNOLOGIES, INC. 401(K) PLAN
$23.2M · 136 participants
QUAD KNOPF, INC.
QUAD KNOPF, INC. 401(K) SAVINGS PLAN
$23.2M · 140 participants
M.J.W. TECHNICAL SERVICES, INC
M.J.W. TECHNICAL SERVICES, INC. 401-K PLAN
$23.3M · 44 participants
BARRY ISETT & ASSOCIATES, INC.
BARRY ISETT & ASSOCIATES INC 401(K) PS PLAN
$23.4M · 238 participants
ALTIERISEBORWIEBER LLC
ALTIERISEBORWIEBER 401(K) PROFIT SHARING PLAN AND TRUST
$23.4M · 72 participants
Large plans in Kentucky
COMMONSPIRIT HEALTH
COMMONSPIRIT HEALTH 401(K) RETIREMENT SAVINGS PLAN
$8.8B · 91,977 participants
HUMANA INC.
HUMANA RETIREMENT SAVINGS PLAN
$7.7B · 42,968 participants
COMMONSPIRIT HEALTH
COMMONSPIRIT HEALTH ERISA 403(B) PLAN
$2.9B · 28,491 participants
UNITED PARCEL SERVICE COMPANY
UPS/IPA DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLAN
$2.5B · 1,993 participants
HOUCHENS INDUSTRIES, INC.
HOUCHENS INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$2.3B · 7,785 participants
NORTON HEALTHCARE, INC.
NORTON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN
$2.3B · 22,952 participants