# Lafata Contract Services LLC 401(k) Plan
Source: https://planprovider.pro/companies/lafata-contract-services-llc-401k-plan

> Lafata Contract Services LLC's 401(k) plan: 0 participants, plan year 2022 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2022.

## Plan Snapshot

- **Plan Sponsor:** Lafata Contract Services LLC

- **Sponsor EIN:** 233065905

- **Sponsor Address:** 1008 WEST 8TH AVENUE, KING OF PRUSSIA, PA, 19406

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

- **Total Participants:** 0

- **Total Assets:** $0

## 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.|

| 2023|0|$0|$170|$340|

| 2022|239|$13.5M|$1.1M|$2.4M|

## 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|

| KATHMERE CAPITAL MANAGEMENT|ADVISOR|$30,097|—|$30,097|

| MCKONLY & ASBURY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KATHMERE CAPITAL MANAGEMENT](https://planprovider.pro/provider/fortem-financial-group-llc) — ADVISOR

- [MCKONLY & ASBURY, LLP](https://planprovider.pro/provider/mckonly-and-asbury-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $30,097

### 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|

| 2023|$2,867|—|$2,867|—|—|

| 2022|$37,598|$35,692|$1,906|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lafata-contract-services-llc-401k-plan)

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