# Bayway Lincoln Mercury, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bayway-lincoln-mercury-inc-401k-plan

> Bayway Lincoln Mercury, INC.'s 401(k) plan: 429 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bayway Lincoln Mercury, INC.

- **Sponsor EIN:** 760456267

- **Sponsor Address:** 12333 GULF FREEWAY, HOUSTON, TX, 77034

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

- **Total Participants:** 429

- **Total Assets:** $10.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|429|$10.7M|$607,843|$1.4M|

| 2023|621|$8.5M|$564,249|$1.5M|

| 2022|422|$6.8M|$547,841|$1.4M|

## 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|

| MBG RETIREMENT, INC.|RIA|$20,221|—|$20,221|

| JOHN HANCOCK LIFE INSURANCE COMPANY|RECORDKEEPER|$10,800|—|$10,800|

| HARPER & PEARSON COMPANY, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [HARPER & PEARSON COMPANY, PC](https://planprovider.pro/provider/harper-and-pearson-company-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $31,021

- **Estimated Expense Ratio:** 0.291% 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|$67,631|$20,221|$34,383|—|—|

| 2023|$51,632|$17,818|$24,714|—|—|

| 2022|$35,751|$14,258|$18,118|—|—|

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