# Lia Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lia-group-inc-401k-plan

> Lia Group, INC.'s 401(k) plan: 763 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lia Group, INC.

- **Sponsor EIN:** 141787128

- **Sponsor Address:** P.O. BOX 5789, ALBANY, NY, 12205

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

- **Total Participants:** 763

- **Total Assets:** $26.6M

## 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|763|$26.6M|$527,189|$2.9M|

| 2023|743|$23.4M|$477,457|$2.7M|

| 2022|752|$19.7M|$317,779|$2.7M|

## 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|

| EMPOWER LIFE & ANNUITY|NONE|$97,148|—|$97,148|

| EMPIRE ADVISORY GROUP, LLC|NONE|$60,450|—|$60,450|

| LPL FINANCIAL, LLC|NONE|—|$50,999|$50,999|

| CREATIVE PENSION CONSULTANTS, INC.|NONE|$50,048|—|$50,048|

| PRIVATE ADVISORS GROUP, LLC|NONE|$14,781|—|$14,781|

| CLIFTON LARSON ALLEN, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTON LARSON ALLEN, LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $273,426

- **Estimated Expense Ratio:** 1.029% 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|$223,185|—|$19,572|—|—|

| 2023|$210,117|—|$16,108|—|—|

| 2022|$196,011|$185,772|$10,239|—|—|

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