Employers › Lennox International › plan 042
Recordkeeping fees per participant · Lennox International Inc. Merged Profit Sharing and 401(k) Retirement Plan for Salaried Employees · plan year 2024
$36.26
Higher than 32% of the 1,697 plans $250M to 1B that report it.
= $134,768 / 3,717
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015081955NAL0004329793001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015081955NAL0004329793001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.
Administrative expenses excluding investment management, per participant
$36.26
Higher than 20% of the 2,324 plans $250M to 1B that report it.
= $134,768 / 3,717
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015081955NAL0004329793001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015081955NAL0004329793001, received 2025-10-15
Administrative expenses per participant
$88.03
Higher than 50% of the 2,405 plans $250M to 1B that report it.
= $327,209 / 3,717
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015081955NAL0004329793001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015081955NAL0004329793001, received 2025-10-15
Administrative expenses as a share of assets
0.040%
Higher than 25% of the 2,407 plans $250M to 1B that report it.
= $327,209 / $818,459,355
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015081955NAL0004329793001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015081955NAL0004329793001, received 2025-10-15
Employer contributions per participant
$6,066
Higher than 81% of the 2,457 plans $250M to 1B that report it.
= $22,546,390 / 3,717
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015081955NAL0004329793001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015081955NAL0004329793001, received 2025-10-15
Employer share of total contributions
35.0%
Higher than 63% of the 2,459 plans $250M to 1B that report it.
= $22,546,390 / $64,480,815
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015081955NAL0004329793001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015081955NAL0004329793001, received 2025-10-15
98.1% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $361,453 ($185.27 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
2S pre-approved plan document · 2T default investment (QDIA) · 2K 401(m) arrangement · 2E profit-sharing · 2F ERISA 404(c) plan · 2H partially participant-directed · 2J 401(k) feature · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015081955NAL0004329793001, received 2025-10-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | LENNOX INTERNATIONAL INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015081955NAL0004329793001, received 2025-10-15 |
| Plan name | LENNOX INTERNATIONAL INC. MERGED PROFIT SHARING AND 401(K) RETIREMENT PLAN FOR SALARIED EMPLOYEES | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015081955NAL0004329793001, received 2025-10-15 |
| Sponsor EIN / plan number | 42-0991521 / 042 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015081955NAL0004329793001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015081955NAL0004329793001, received 2025-10-15 |
| Sponsor location | RICHARDSON, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015081955NAL0004329793001, received 2025-10-15 |
| Industry (business code) | 333410, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015081955NAL0004329793001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015081955NAL0004329793001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015081955NAL0004329793001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015081955NAL0004329793001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015081955NAL0004329793001, received 2025-10-15 |
| Participants, beginning of year | 5,022 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015081955NAL0004329793001, received 2025-10-15 |
| Active participants | 3,851 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015081955NAL0004329793001, received 2025-10-15 |
| Participants, end of year | 5,254 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015081955NAL0004329793001, received 2025-10-15 |
| Participants with an account balance | 3,717 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015081955NAL0004329793001, received 2025-10-15 |
| Total assets, beginning of year | $731,563,645 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015081955NAL0004329793001, received 2025-10-15 |
| Total assets, end of year | $818,459,355 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015081955NAL0004329793001, received 2025-10-15 |
| Net assets, end of year | $818,459,355 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015081955NAL0004329793001, received 2025-10-15 |
| Total income | $171,003,403 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015081955NAL0004329793001, received 2025-10-15 |
| Net income | $80,983,355 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015081955NAL0004329793001, received 2025-10-15 |
| Employer contributions | $22,546,390 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015081955NAL0004329793001, received 2025-10-15 |
| Participant contributions | $35,413,939 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015081955NAL0004329793001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $6,520,486 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015081955NAL0004329793001, received 2025-10-15 |
| Total contributions | $64,480,815 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015081955NAL0004329793001, received 2025-10-15 |
| Benefit payments | $89,667,205 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015081955NAL0004329793001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $90,020,048 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015081955NAL0004329793001, received 2025-10-15 |
| Total administrative expenses | $327,209 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015081955NAL0004329793001, received 2025-10-15 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251015081955NAL0004329793001, received 2025-10-15 |
| Recordkeeping fees | $134,768 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015081955NAL0004329793001, received 2025-10-15 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251015081955NAL0004329793001, received 2025-10-15 |
| Investment advisory and management fees | $192,441 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015081955NAL0004329793001, received 2025-10-15 |
| Administrative expenses excluding investment management | $134,768 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015081955NAL0004329793001, received 2025-10-15 |
| Held in master trusts | $803,226,323 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251015081955NAL0004329793001, received 2025-10-15 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015081955NAL0004329793001, received 2025-10-15 |
| Held in mutual funds | $0 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015081955NAL0004329793001, received 2025-10-15 |
| Independent auditor | CLARK,SCHAEFER,HACKETT & CO | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015081955NAL0004329793001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015081955NAL0004329793001, received 2025-10-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $192,441 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees | $134,768 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251015081955NAL0004329793001, received 2025-10-15.
LENNOX INTERNATIONAL 401(K) MT (EIN 420991521, PN 100): plan interest $716,912,377, 85.6% of the trust. The trust's own filing (20251015081749NAL0005660784001, received 2025-10-15) reports net assets $837,318,390, administrative expenses $0, recordkeeping fees $0, investment management fees $0 and 1 Schedule C providers.
LENNOX INTERNAT. PROFIT SHARING MT (EIN 420991521, PN 101): plan interest $86,313,946, 100.0% of the trust. The trust's own filing (20251015085157NAL0004383729001, received 2025-10-15) reports net assets $86,313,946, administrative expenses $361,453, recordkeeping fees not reported, investment management fees $305,436 and 0 Schedule C providers.
| Provider (trust level) | Service codes | Paid by the trust | Allocated to this plan |
|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | 60 | $0 | $0 |
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $731,563,645 | $818,459,355 | 11.9% |
| Participants with a balance | 4,876 | 3,717 | -23.8% |
| Administrative expenses | $496,264 | $327,209 | -34.1% |
| Recordkeeping fees per participant | $59.05 | $36.26 | -38.6% |
| Employer contributions | $19,899,459 | $22,546,390 | 13.3% |
Prior filing 20241015153606NAL0016771555001, received 2024-10-15; the plan years are contiguous.