# Lippes Mathias LLP 401(k) Plan
Source: https://planprovider.pro/companies/lippes-mathias-llp-plan-001

> Lippes Mathias LLP's 401(k) plan: 366 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lippes Mathias LLP

- **Sponsor EIN:** 161021918

- **Sponsor Address:** 50 FOUNTAIN PLAZA, BUFFALO, NY, 14202

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

- **Total Participants:** 366

- **Total Assets:** $50.9M

## 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|366|$50.9M|$2.6M|$3.1M|

| 2023|305|$40.4M|$2.1M|$3.2M|

| 2022|242|$22.4M|$1.9M|$1.9M|

## 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|

| ADP, INC.|RECORD KEEPER|$9,744|—|$9,744|

| LUMSDEN & MCCORMICK, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [LUMSDEN & MCCORMICK, LLP](https://planprovider.pro/provider/lumsden-and-mccormick-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $9,744

- **Estimated Expense Ratio:** 0.019% 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|$9,745|—|—|—|—|

| 2023|$5,842|—|—|—|—|

| 2022|$2,839|—|—|—|—|

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