# Lamb-Star Engineering, LLC 401(k) Plan
Source: https://planprovider.pro/companies/lamb-star-engineering-llc-401k-plan

> Lamb-Star Engineering, LLC's 401(k) plan: 126 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lamb-Star Engineering, LLC

- **Sponsor EIN:** 203799667

- **Sponsor Address:** 3801 PARKWOOD BOULEVARD, SUITE 550, FRISCO, TX, 75034

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

- **Total Participants:** 126

- **Total Assets:** $17.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|126|$17.0M|$1.5M|$876,567|

| 2023|134|$14.8M|$2.4M|$836,106|

| 2022|120|$11.4M|$359,090|$694,244|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|RECORDKEEPER|$72,050|—|$72,050|

| GENEOS WEALTH MANAGEMENT INC|INVESTMENT ADVISOR|—|$37,765|$37,765|

| NOVA 401(K) ASSOCIATES|THIRD PARTY ADMINISTRATOR|—|$7,803|$7,803|

| RUSSON + JOHNSTON LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RUSSON + JOHNSTON LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $117,618

- **Estimated Expense Ratio:** 0.690% 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|$72,050|—|$72,050|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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