# Lerner Corporation 401(k) Plan
Source: https://planprovider.pro/companies/lerner-corporation-401k-plan

> Lerner Corporation's 401(k) plan: 318 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lerner Corporation

- **Sponsor EIN:** 520815758

- **Sponsor Address:** 2000 TOWER OAKS BLVD, 8TH FL, ROCKVILLE, MD, 208524284

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

- **Total Participants:** 318

- **Total Assets:** $37.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|318|$37.8M|$793,670|$2.9M|

| 2023|331|$35.5M|$712,727|$2.9M|

| 2022|327|$33.2M|$731,266|$2.7M|

## 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|

| JONES & MCINTYRE, PLLC|Auditor|$14,002|—|$14,002|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $14,002

- **Estimated Expense Ratio:** 0.037% 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|$139,480|$49,991|$75,487|$14,002|—|

| 2023|$133,199|$49,991|$69,627|$13,581|—|

| 2022|$128,931|$49,957|$68,905|—|$10,069|

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