# Lewco, INC 401(k) Plan
Source: https://planprovider.pro/companies/lewco-inc-401k-plan

> Lewco, INC's 401(k) plan: 509 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lewco, INC

- **Sponsor EIN:** 341006008

- **Sponsor Address:** 706 LANE STREET, SANDUSKY, OH, 44870

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

- **Total Participants:** 509

- **Total Assets:** $16.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|509|$16.3M|$862,573|$2.1M|

| 2023|448|$12.3M|$643,012|$1.4M|

| 2022|274|$8.7M|$467,647|$1.2M|

## 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|

| FOURTH DIMENSION WEALTH LLC|INVESTMENT ADVISORY|$43,436|—|$43,436|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$30,240|—|$30,240|

| TRINITY PENSION CONSULTANTS INC|TPA|$22,027|—|$22,027|

| LPL FINANCIAL|INVESTMENT ADVISORY|$6,821|—|$6,821|

| REHMANN ROBSON LLC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $102,524

- **Estimated Expense Ratio:** 0.630% 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|$105,465|—|$105,465|—|—|

| 2023|$41,595|—|$41,595|—|—|

| 2022|$31,533|—|—|—|$31,533|

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