# Lee County Electric Cooperative, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lee-county-electric-cooperative-inc-401k-plan

> Lee County Electric Cooperative, INC.'s 401(k) plan: 461 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lee County Electric Cooperative, INC.

- **Sponsor EIN:** 590329555

- **Sponsor Address:** 4980 BAYLINE DRIVE, NORTH FORT MYERS, FL, 33918

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

- **Total Participants:** 461

- **Total Assets:** $67.6M

## 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|461|$67.6M|$2.7M|$4.2M|

| 2023|418|$57.3M|$2.2M|$3.5M|

| 2022|388|$48.2M|$2.5M|$3.9M|

## 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|

| JOHN HANCOCK RETIREMENT PLAN SRVCS|RETAINED BY CLIENT|$12,080|—|$12,080|

| MCNAIR, MCLEMORE, MIDDLEBROOKS & CO|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHN HANCOCK RETIREMENT PLAN SRVCS](https://planprovider.pro/provider/john-hancock) — RETAINED BY CLIENT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $12,080

- **Estimated Expense Ratio:** 0.018% 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|$12,080|$4,895|$7,185|—|—|

| 2023|$7,966|$3,158|$4,808|—|—|

| 2022|$9,762|$2,383|$7,379|—|—|

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