# Deming, Malone, Livesay & Ostroff 401(k) Plan
Source: https://planprovider.pro/companies/deming-malone-livesay-ostroff-plan

> Deming, Malone, Livesay & Ostroff's 401(k) plan: 148 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Deming, Malone, Livesay & Ostroff

- **Sponsor EIN:** 611064249

- **Sponsor Address:** 9300 SHELBYVILLE RD, LOUISVILLE, KY, 40222

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

- **Total Participants:** 148

- **Total Assets:** $23.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|148|$23.8M|$903,080|$1.1M|

| 2023|147|$22.1M|$883,876|$1.0M|

| 2022|156|$17.7M|$198,676|$216,804|

## 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|

| BLAND & ASSOCIATES, PC|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|$61,720|$19,200|$2,050|—|—|

| 2023|$50,292|—|$1,450|—|—|

| 2022|$12,291|—|$12,291|—|—|

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