# Lawton Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/lawton-group-llc-401k-plan

> Lawton Group LLC's 401(k) plan: 109 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lawton Group LLC

- **Sponsor EIN:** 202867124

- **Sponsor Address:** PO BOX 1179, MCKINNEY, TX, 75070

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

- **Total Participants:** 109

- **Total Assets:** $3.4M

## 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.|

| 2024|109|$3.4M|$135,726|$367,084|

| 2023|126|$2.8M|$161,181|$306,600|

| 2022|129|$2.1M|$143,667|$279,412|

## 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|CONTRACT ADMINISTRATOR|$22,013|—|$22,013|

| MCBEE & CO, PC|ACCOUNTANT|$12,225|—|$12,225|

| TBS AGENCY INC|OTHER SERVICES|—|$7,159|$7,159|

| NOVA 401(K) ASSOCIATES|ACCOUNTANT|$4,915|$1,297|$6,212|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $47,609

- **Estimated Expense Ratio:** 1.387% 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|$39,153|—|$26,928|$12,225|—|

| 2023|$23,918|—|$16,968|$6,950|—|

| 2022|$15,532|—|$15,532|—|—|

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