# Lee & Mason Financial Services, INC 401(k) Plan
Source: https://planprovider.pro/companies/lee-mason-financial-services-inc-401k-plan

> Lee & Mason Financial Services, INC's 401(k) plan: 167 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lee & Mason Financial Services, INC

- **Sponsor EIN:** 141722170

- **Sponsor Address:** P.O. BOX 270, NORTHVILLE, NY, 12134

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

- **Total Participants:** 167

- **Total Assets:** $28.9M

## 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|167|$28.9M|$999,473|$785,984|

| 2023|152|$25.5M|$658,325|$786,214|

| 2022|155|$21.6M|$595,424|$703,776|

## 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|

| PHILIP BECKETT CPA, P.C.|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|$10,957|—|—|—|—|

| 2023|$8,669|—|—|—|—|

| 2022|$11,113|—|—|—|—|

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