# Lee Masonry Products, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lee-masonry-products-inc-610901825-001

> Lee Masonry Products, INC.'s 401(k) plan: 431 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lee Masonry Products, INC.

- **Sponsor EIN:** 610901825

- **Sponsor Address:** P.O. BOX 687, HOPKINSVILLE, KY, 42241

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

- **Plan Number:** 001

- **Total Participants:** 431

- **Total Assets:** $14.2M

## 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|431|$14.2M|$0|$513,174|

| 2023|428|$14.6M|$0|$779,112|

| 2022|337|$13.2M|$0|$726,062|

## 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|

| RAYMOND JAMES FINANCIAL SERVICES|Other Service Provider|$50,124|—|$50,124|

| FORVIS WEALTH ADVISORS, LLC|Investment Advisor|$22,196|—|$22,196|

| KRAFT CPAS, PLLC|Other Service Provider|$13,515|—|$13,515|

### Verified Provider Profiles

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

- [FORVIS WEALTH ADVISORS, LLC](https://planprovider.pro/provider/forvis-wealth-advisors-llc) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $85,835

- **Estimated Expense Ratio:** 0.605% 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|$16,891|$10,391|$5,350|—|—|

| 2023|$866|—|$2,090|—|—|

| 2022|$3,162|—|$810|—|$2,352|

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