# Laughlin, Falbo, Levy & Moresi, LLP 401(k) Plan
Source: https://planprovider.pro/companies/laughlin-falbo-levy-moresi-llp-plan-001

> Laughlin, Falbo, Levy & Moresi, LLP'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:** Laughlin, Falbo, Levy & Moresi, LLP

- **Sponsor EIN:** 942950919

- **Sponsor Address:** 1001 GALAXY WAY, SUITE 200, CONCORD, CA, 94520

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

- **Total Participants:** 205

- **Total Assets:** $29.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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.|

| 2024|205|$29.4M|$0|$1.3M|

| 2023|190|$26.2M|$0|$1.2M|

| 2022|181|$24.6M|$0|$1.1M|

## 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|

| CBIZ CPAS P.C.|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|$116,397|$10,271|$105,676|—|—|

| 2023|$64,772|$1,538|$61,559|—|—|

| 2022|$74,751|—|$74,751|—|—|

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