# Lionstone Care, LLC 401(k) Plan
Source: https://planprovider.pro/companies/lionstone-care-llc-401k-plan

> Lionstone Care, LLC's 401(k) plan: 2,014 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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