Plan Snapshot
- Plan Sponsor: Lee & Hayes, P.C.
- Sponsor EIN: 831253059
- Sponsor Address: 601 W. RIVERSIDE, SUITE 1400, SPOKANE, WA, 99201
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $28.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 132 | $28.2M | $970,842 | $1.8M |
| 2023 | 152 | $23.0M | $923,739 | $1.8M |
| 2022 | 147 | $17.2M | $922,138 | $1.6M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $87,636 | $52,364 | $32,113 | — | — |
| 2023 | $84,464 | — | $84,464 | — | — |
| 2022 | $50,871 | $49,613 | $1,258 | — | — |