Plan Snapshot
- Plan Sponsor: Lionstone Care, LLC
- Sponsor EIN: 824561652
- Sponsor Address: 5915 LANDERBROOK DRIVE, MAYFIELD HEIGHTS, OH, 44124
- Plan Type: 401(k)
- Total Participants: 2,014
- Total Assets: $2.3M
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 | 2,014 | $2.3M | $159,792 | $640,010 |
| 2023 | 1,334 | $1.6M | $89,542 | $475,273 |
| 2022 | 1,195 | $920,467 | $63,231 | $357,796 |
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 |
|---|---|---|---|---|
| RW CORWIN & COMPANY, | 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 | $52,853 | $349 | $49,684 | — | — |
| 2023 | $38,746 | $233 | $37,025 | — | — |
| 2022 | $21,608 | — | $20,748 | — | $860 |