Plan Snapshot
- Plan Sponsor: Lawley Motors, LLC
- Sponsor EIN: 920154693
- Sponsor Address: 100 NORTH HIGHWAY 90, SIERRA VISTA, AZ, 85635
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 0 | $8.5M | $91,426 | $605,018 |
| 2023 | 177 | $7.2M | $132,222 | $881,644 |
| 2022 | 169 | $5.4M | $116,595 | $849,213 |
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 |
|---|---|---|---|---|
| EDWARD D JONES & CO LP | INVESTMENT ADVISOR | $32,593 | — | $32,593 |
| JULY BUSINESS SERVICES | CONTRACT ADMIN | $14,140 | $4,460 | $18,600 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $6,852 | — | $6,852 |
| SCHUMANN, ADRIANO & COMPANY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JULY BUSINESS SERVICES — CONTRACT ADMIN
- SCHUMANN, ADRIANO & COMPANY, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,045
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 |
|---|---|---|---|---|---|
| 2025 | $39,180 | $39,180 | — | — | — |
| 2024 | $51,779 | $51,779 | — | — | — |
| 2023 | $58,993 | $58,993 | — | — | — |
| 2022 | $46,698 | $39,509 | $7,189 | — | — |