# Lawley, LLC 401(k) Plan
Source: https://planprovider.pro/companies/lawley-llc-401k-plan

> Lawley, LLC's 401(k) plan: 568 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lawley, LLC

- **Sponsor EIN:** 222737385

- **Sponsor Address:** 361 DELAWARE AVENUE, BUFFALO, NY, 14202

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

- **Total Participants:** 568

- **Total Assets:** $106.0M

## 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|568|$106.0M|$2.2M|$5.2M|

| 2023|552|$90.9M|$1.9M|$4.5M|

| 2022|441|$75.2M|$1.8M|$3.9M|

## 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|

| ACTUARIAL BENEFITS CORP|CONTRACT ADMINISTRATOR|$1,300|$31,250|$32,550|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$14,612|—|$14,612|

| CHIAMPOU TRAVIS BESAW KERSHNER, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $47,162

- **Estimated Expense Ratio:** 0.044% 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|$15,918|—|$15,918|—|—|

| 2023|$11,060|—|$11,060|—|—|

| 2022|$10,154|—|$10,154|—|—|

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