# J.H. Lynch & Sons, INC. 401(k) Plan
Source: https://planprovider.pro/companies/j-h-lynch-sons-inc-050279873-002

> J.H. Lynch & Sons, INC.'s 401(k) plan: 93 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** J.H. Lynch & Sons, INC.

- **Sponsor EIN:** 050279873

- **Sponsor Address:** 50 LYNCH PLACE, CUMBERLAND, RI, 02864

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

- **Plan Number:** 002

- **Total Participants:** 93

- **Total Assets:** $40.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|93|$40.1M|$498,845|$1.1M|

| 2023|91|$37.9M|$472,690|$1.1M|

| 2022|85|$34.3M|$469,565|$1.1M|

## 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|

| GLOBAL RETIREMENT PARTNERS|Investment Advisor|$56,728|—|$56,728|

| FIDELITY INVESTMENTS INSTITUTIONAL|Recordkeeper|$13,334|—|$13,334|

### Verified Provider Profiles

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

- [GLOBAL RETIREMENT PARTNERS](https://planprovider.pro/provider/global-retirement-partners-llc) — Investment Advisor

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $70,062

- **Estimated Expense Ratio:** 0.175% 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|$71,027|$57,693|—|—|—|

| 2023|$72,800|$56,912|$300|—|—|

| 2022|$76,566|$615|—|—|—|

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