# Lee & Cates Glass, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lee-cates-glass-inc-401k-plan

> Lee & Cates Glass, INC.'s 401(k) plan: 145 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lee & Cates Glass, INC.

- **Sponsor EIN:** 590713691

- **Sponsor Address:** 5355 SHAWLAND ROAD, JACKSONVILLE, FL, 32254

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

- **Total Participants:** 145

- **Total Assets:** $7.0M

## 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|145|$7.0M|$97,492|$358,351|

| 2023|117|$6.8M|$77,775|$407,183|

| 2022|161|$6.4M|$100,782|$419,939|

## 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|

| PATRICK & RAINES|Auditor|—|—|$0|

## 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|$41,442|$26,393|$12,874|—|—|

| 2023|$38,211|$23,413|$11,498|—|—|

| 2022|$49,091|$9,438|$39,478|—|—|

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