# Lacks Valley Stores, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/lacks-valley-stores-ltd-plan-001

> Lacks Valley Stores, Ltd.'s 401(k) plan: 205 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lacks Valley Stores, Ltd.

- **Sponsor EIN:** 742730084

- **Sponsor Address:** 1300 SAN PATRICIA DRIVE, PHARR, TX, 78577

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

- **Total Participants:** 205

- **Total Assets:** $5.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|205|$5.4M|$0|$65,079|

| 2023|257|$6.6M|$0|$81,517|

| 2022|395|$7.3M|$0|$126,676|

## 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|

| BURTON MCCUMBER & LONGORIA|AUDITOR|$83,522|—|$83,522|

| ALLIANCE BENEFIT GROUP OF HOUSTON|TPA|$67,617|—|$67,617|

| STIFEL NICOLAUS AND COMPANY|INVESTMENT ADVISOR|$45,864|—|$45,864|

| BURTON MCCUMBER & LONGORIA LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STIFEL NICOLAUS AND COMPANY](https://planprovider.pro/provider/stifel-nicolaus-and-company-incorporated) — INVESTMENT ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $197,003

- **Estimated Expense Ratio:** 3.660% 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|$182,346|—|$182,346|—|—|

| 2023|$76,524|—|$76,524|—|—|

| 2022|$89,724|—|$89,724|—|—|

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