# Lbmc, PC DC Plan
Source: https://planprovider.pro/companies/lbmc-pc-plan

> Lbmc, PC's DC plan: 593 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lbmc, PC

- **Sponsor EIN:** 621199757

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

- **Plan Type:** DC

- **Total Participants:** 593

- **Total Assets:** $85.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|593|$85.7M|$2.9M|$5.0M|

| 2023|574|$77.1M|$1.7M|$2.6M|

## 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|

| THE RETIREMENT PLAN COMPANY, LLC|NONE|$109,526|—|$109,526|

| FIDELITY PERSONAL TRUST COMPANY|NONE|$22,404|—|$22,404|

| WARREN AVERETT, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE RETIREMENT PLAN COMPANY, LLC](https://planprovider.pro/provider/ameritas-retirement-plans) — NONE

- [WARREN AVERETT, LLC](https://planprovider.pro/provider/warren-averett-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $131,930

- **Estimated Expense Ratio:** 0.154% 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|$131,930|$38,400|$16,088|—|—|

| 2023|$64,256|$19,200|$8,519|—|—|

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