# Lewis Communications, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lewis-communications-inc-630326789-001

> Lewis Communications, INC.'s 401(k) plan: 84 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lewis Communications, INC.

- **Sponsor EIN:** 630326789

- **Sponsor Address:** 500 ST LOUIS STREET, MOBILE, AL, 36602

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

- **Plan Number:** 001

- **Total Participants:** 84

- **Total Assets:** $16.8M

## 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|84|$16.8M|$151,239|$663,615|

| 2023|76|$15.9M|$150,638|$630,536|

| 2022|97|$12.9M|$169,102|$727,344|

## 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|

| MORGAN STANLEY SMITH BARNEY|Investment Advisor|$32,698|—|$32,698|

| CERESA M. FRENKEL, P.C|Other Service Provider|$7,000|—|$7,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $39,698

- **Estimated Expense Ratio:** 0.236% 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|$41,284|$39,709|—|—|—|

| 2023|$21,813|$20,338|—|—|—|

| 2022|$26,981|—|—|—|—|

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