# Lee Hill Investments LLC 401(k) Plan
Source: https://planprovider.pro/companies/lee-hill-investments-llc-401k-plan

> Lee Hill Investments LLC's 401(k) plan: 292 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|

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