Plan Snapshot
- Plan Sponsor: L&M Services, INC.
- Sponsor EIN: 911294894
- Sponsor Address: 21220 87TH AVENUE SE, WOODINVILLE, WA, 98072
- Plan Type: 401(k)
- Total Participants: 120
- Total Assets: $6.1M
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 | 120 | $6.1M | $108,830 | $477,102 |
| 2023 | 112 | $4.9M | $98,823 | $429,805 |
| 2022 | 108 | $3.8M | $85,898 | $381,337 |
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 |
|---|---|---|---|---|
| SWEENEY CONRAD, P.S. | 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 | $60,911 | $37,752 | $23,159 | — | — |
| 2023 | $54,195 | $29,266 | $17,244 | $7,685 | — |
| 2022 | $55,320 | $22,369 | $32,951 | — | — |