# Lbmc Employment Partners, LLC 401(k) Plan
Source: https://planprovider.pro/companies/lbmc-employment-partners-llc-401k-plan

> Lbmc Employment Partners, LLC's 401(k) plan: 3,213 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lbmc Employment Partners, LLC

- **Sponsor EIN:** 621767955

- **Sponsor Address:** 201 FRANKLIN ROAD, BRENTWOOD, TN, 37027

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

- **Total Participants:** 3,213

- **Total Assets:** $101.6M

## 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|3,213|$101.6M|$3.8M|$8.8M|

| 2023|3,112|$84.0M|$3.5M|$7.5M|

| 2022|261|$27.1M|$758,723|$1.6M|

## 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|

| BAKER TILLY US, LLP|Auditor|$32,411|—|$32,411|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $32,411

- **Estimated Expense Ratio:** 0.032% 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|$566,558|$160,484|$91,402|$32,411|—|

| 2023|$448,979|$129,239|$69,102|$20,866|—|

| 2022|$73,191|—|—|—|$73,191|

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