Plan Snapshot
- Plan Sponsor: Lee Hill Investments LLC
- Sponsor EIN: 680608039
- Sponsor Address: 5949 W CHANDLER BLVD, SUITE 1, CHANDLER, AZ, 85226
- Plan Type: 401(k)
- Total Participants: 292
- Total Assets: $2.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 292 | $2.0M | $179,196 | $415,912 |
| 2023 | 270 | $1.3M | $153,906 | $357,148 |
| 2022 | 181 | $642,726 | $129,064 | $297,395 |
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 |
|---|---|---|---|---|
| KIMBERLIN COMPANY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY, PLLC — 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 | $8,920 | — | $8,170 | — | — |
| 2023 | $7,990 | — | $3,655 | — | — |
| 2022 | $5,012 | $5,012 | — | — | — |