Plan Snapshot
- Plan Sponsor: Lexington Coal Company, LLC
- Sponsor EIN: 201631464
- Sponsor Address: 1051 MAIN STREET, MILTON, WV, 25541
- Plan Type: 401(k)
- Total Participants: 83
- Total Assets: $4.8M
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 | 83 | $4.8M | $217,830 | $389,326 |
| 2023 | 119 | $5.3M | $419,071 | $692,366 |
| 2022 | 200 | $4.7M | $437,376 | $677,606 |
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 |
|---|---|---|---|---|
| GRAY, GRIFFITH & MAYS, A.C. | Auditor | — | — | $0 |
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 | $44,106 | $12,187 | — | — | — |
| 2023 | $58,288 | $12,737 | — | — | — |
| 2022 | $56,436 | — | — | — | — |