# L. J. Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/l-j-associates-inc-plan-001-3163

> L. J. Associates, INC.'s 401(k) plan: 76 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** L. J. Associates, INC.

- **Sponsor EIN:** 251553163

- **Sponsor Address:** 125 AVIATION LANE, SUITE 112, LATROBE, PA, 15650

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

- **Total Participants:** 76

- **Total Assets:** $17.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|76|$17.8M|$579,625|$567,719|

| 2023|79|$17.7M|$576,635|$533,404|

| 2022|80|$15.0M|$527,575|$420,251|

## 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|

| AMERISERV TRUST FINANCIAL SERVICES|TRUSTEE|$58,325|—|$58,325|

| WESSEL AND COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WESSEL AND COMPANY](https://planprovider.pro/provider/wessel-and-company) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $58,325

- **Estimated Expense Ratio:** 0.327% 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|$58,325|$58,325|—|—|—|

| 2023|$53,477|$53,477|—|—|—|

| 2022|$52,835|$52,835|—|—|—|

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