Plan Snapshot
- Plan Sponsor: Learning & Behavior Solutions Ll
- Sponsor EIN: 814468304
- Sponsor Address: 1022 JONES ROAD, SPRINGDALE, AR, 72762
- Plan Type: 401(k)
- Total Participants: 191
- Total Assets: $471,933
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. |
|---|---|---|---|---|
| 2024 | 191 | $471,933 | $0 | $253,765 |
| 2023 | 124 | $243,511 | $0 | $112,268 |
| 2022 | 65 | $53,787 | $0 | $63,508 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $6,414 | — | $6,414 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,414
- Estimated Expense Ratio: 1.359% 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 | $6,415 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |