# Lewis-Watkins-Farmer Agency, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lewis-watkins-farmer-agency-inc-401k-plan

> Lewis-Watkins-Farmer Agency, INC.'s 401(k) plan: 158 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lewis-Watkins-Farmer Agency, INC.

- **Sponsor EIN:** 742320159

- **Sponsor Address:** 3834 SPICEWOOD SPRINGS RD. STE. 100, AUSTIN, TX, 78759

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

- **Total Participants:** 158

- **Total Assets:** $14.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|158|$14.7M|$486,405|$1.2M|

| 2023|148|$12.3M|$319,106|$871,868|

| 2022|131|$9.3M|$286,982|$782,787|

## 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|

| EPIC RETIREMENT PLAN SERVICES|NONE|$21,829|—|$21,829|

| RICHARD P. SLAUGHTER ASSOCIATES INC|NONE|$21,800|—|$21,800|

| MAXWELL LOCKE & RITTER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EPIC RETIREMENT PLAN SERVICES](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

- [MAXWELL LOCKE & RITTER LLP](https://planprovider.pro/provider/maxwell-locke-and-ritter-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $43,629

- **Estimated Expense Ratio:** 0.297% 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|$42,955|$21,800|—|—|—|

| 2023|$41,163|$21,800|—|—|—|

| 2022|$39,157|$21,811|—|—|—|

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