# Lcg Pence, LLC 401(k) Plan
Source: https://planprovider.pro/companies/lcg-pence-llc-plan-001

> Lcg Pence, LLC's 401(k) plan: 149 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lcg Pence, LLC

- **Sponsor EIN:** 223878410

- **Sponsor Address:** 5400 MEADOWS ROAD, SUITE 400, LAKE OSWEGO, OR, 97035

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

- **Total Participants:** 149

- **Total Assets:** $20.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|149|$20.3M|$441,939|$1.4M|

| 2023|150|$17.0M|$594,211|$1.4M|

| 2022|162|$14.3M|$915,837|$1.3M|

## 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|

| KUENZI & COMPANY LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KUENZI & COMPANY LLC](https://planprovider.pro/provider/kuenzi-and-company-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$109,326|$67,768|—|—|—|

| 2023|$91,642|$55,291|$36,351|—|—|

| 2022|$71,080|$48,490|$22,590|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lcg-pence-llc-plan-001)

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