# Lionakis 401(k) Plan
Source: https://planprovider.pro/companies/lionakis-401k-plan

> Lionakis's 401(k) plan: 190 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lionakis

- **Sponsor EIN:** 680397596

- **Sponsor Address:** 2025 19TH STREET, SACRAMENTO, CA, 958116714

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

- **Total Participants:** 190

- **Total Assets:** $47.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|190|$47.8M|$815,165|$2.1M|

| 2023|182|$44.9M|$785,636|$1.9M|

| 2022|163|$37.8M|$678,729|$1.7M|

## 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|

| MORGAN STANLEY|INVESTMENT ADVISOR|$94,309|—|$94,309|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$69,200|—|$69,200|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$12,557|—|$12,557|

| MUN CPA'S, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [MUN CPA'S, LLP](https://planprovider.pro/provider/mun-cpas-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $176,066

- **Estimated Expense Ratio:** 0.369% 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|$164,822|$106,866|—|—|—|

| 2023|$152,198|$90,320|$10,421|—|—|

| 2022|$142,798|—|$142,798|—|—|

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