2023 Form 5500 filing — Lamb Weston, Inc. 401(K) Plan For Plant Hourly Employees
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240830110819NAL0008321315001) for Lamb Weston, Inc. 401(K) Plan For Plant Hourly Employees, reported by Lamb Weston, Inc. under EIN 20-8865395 and plan number 002. It reports 6,104 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830110819NAL0008321315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lamb Weston, Inc.
- EIN
- 20-8865395
- Plan number
- 002
- Location
- Eagle, ID
- Participants
- 6,104
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $217,478,500
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $217,478,500
- Employer contributions
- $21,703,721
- Participant contributions
- $17,162,821
- Total income / additions
- $68,416,406
- Benefits paid
- $18,339,265
- Administrative expenses
- $515,123
- Total expenses
- $18,890,207
- Net increase / (decrease)
- $49,526,199
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $414,497 | $0 |
| Mercer Investments LLC | INVESTMENT ADVISOR | $41,853 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $41,289 | not reported in the loaded dataset |
| Eide Bailly Llp | ACCOUNTANT/AUDITOR | $14,520 | not reported in the loaded dataset |