# Lehman-Roberts Company 401(k) Plan
Source: https://planprovider.pro/companies/lehman-roberts-company-401k-plan

> Lehman-Roberts Company's 401(k) plan: 488 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lehman-Roberts Company

- **Sponsor EIN:** 610322960

- **Sponsor Address:** PO BOX 1603, MEMPHIS, TN, 381011603

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

- **Total Participants:** 488

- **Total Assets:** $34.4M

## 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|488|$34.4M|$1.2M|$1.6M|

| 2023|271|$30.5M|$2.8M|$1.5M|

| 2022|257|$27.5M|$1.9M|$1.3M|

## 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|

| WEAVER AND TIDWELL, L.L.P.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WEAVER AND TIDWELL, L.L.P.](https://planprovider.pro/provider/weaver-and-tidwell-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|$49,827|$27,500|—|—|—|

| 2023|$47,918|$27,500|$300|—|—|

| 2022|$52,469|—|—|—|—|

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