Plan Snapshot
- Plan Sponsor: Lenbrook Square Foundation, INC.
- Sponsor EIN: 581416841
- Sponsor Address: 3747 PEACHTREE RD NE, ATLANTA, GA, 30319
- Plan Type: 401(k)
- Total Participants: 360
- Total Assets: $10.7M
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 | 360 | $10.7M | $269,360 | $1.2M |
| 2023 | 364 | $9.4M | $319,983 | $1.1M |
| 2022 | 376 | $7.3M | $321,838 | $1.0M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $72,351 | — | $72,351 |
| UBS FINANCIAL SERVICES INC | Investment Advisor | $34,077 | $33,095 | $67,172 |
| ORENDA RETIREMENT, LLC | Recordkeeper | $14,250 | $5,103 | $19,353 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $158,876
- Estimated Expense Ratio: 1.478% 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 | $120,678 | — | $120,678 | — | — |
| 2023 | $97,924 | — | $97,924 | — | — |
| 2022 | $80,566 | — | $80,566 | — | — |