Plan Snapshot
- Plan Sponsor: Lewis & Raulerson, INC.
- Sponsor EIN: 581715334
- Sponsor Address: 1759 STATE STREET, WAYCROSS, GA, 31501
- Plan Type: 401(k)
- Total Participants: 218
- Total Assets: $7.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 218 | $7.1M | $279,072 | $436,573 |
| 2023 | 217 | $6.3M | $272,033 | $433,920 |
| 2022 | 187 | $5.1M | $240,367 | $382,249 |
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 |
|---|---|---|---|---|
| MSTILLER, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MSTILLER, LLC — 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 | $82,434 | $25,545 | $19,379 | — | — |
| 2023 | $67,480 | $22,087 | $13,739 | — | — |
| 2022 | $64,330 | $22,636 | $28,921 | — | $12,773 |