# J. Lee Milligan, INC. 401(k) Plan
Source: https://planprovider.pro/companies/j-lee-milligan-inc-401k-plan

> J. Lee Milligan, INC.'s 401(k) plan: 368 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** J. Lee Milligan, INC.

- **Sponsor EIN:** 750971715

- **Sponsor Address:** 9200 TRIANGLE DRIVE, AMARILLO, TX, 79108

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

- **Total Participants:** 368

- **Total Assets:** $10.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|368|$10.8M|$369,428|$939,460|

| 2023|331|$10.1M|$324,529|$828,296|

| 2022|344|$9.9M|$353,460|$898,088|

## 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|

| LPL FINANCIAL LLC|ADVISOR|$34,100|—|$34,100|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$13,332|—|$13,332|

| STEWART, MARTIN, DUDLEY & WEBB PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/lpl-financial-llc) — 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:** $47,432

- **Estimated Expense Ratio:** 0.438% 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|$47,432|$34,100|—|—|—|

| 2023|$53,082|$32,944|—|—|—|

| 2022|$41,928|—|—|—|—|

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