# Lacalle Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/lacalle-group-llc-401k-plan

> Lacalle Group, LLC's 401(k) plan: 150 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lacalle Group, LLC

- **Sponsor EIN:** 272950709

- **Sponsor Address:** 2028 E BEN WHITE BLVD, AUSTIN, TX, 78741

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

- **Total Participants:** 150

- **Total Assets:** $20.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|150|$20.9M|$424,554|$1.2M|

| 2023|155|$15.2M|$383,536|$1.1M|

| 2022|150|$11.8M|$341,051|$962,218|

## 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|

| NATIONWIDE|CUSTODIAN/RECORDKEEPER|$12,253|—|$12,253|

| CJ CPAS PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NATIONWIDE](https://planprovider.pro/provider/nationwide) — CUSTODIAN/RECORDKEEPER

- [CJ CPAS PLLC](https://planprovider.pro/provider/cj-cpas) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $12,253

- **Estimated Expense Ratio:** 0.059% 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|$33,043|$19,740|$1,050|—|—|

| 2023|$116,371|$17,963|$98,408|—|—|

| 2022|$107,413|$106,591|$822|—|—|

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