# Liter'S, INC. 401(k) Plan
Source: https://planprovider.pro/companies/liter-s-inc-401k-plan

> Liter'S, INC.'s 401(k) plan: 128 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Liter'S, INC.

- **Sponsor EIN:** 610543198

- **Sponsor Address:** 5918 HAUNZ LANE, LOUISVILLE, KY, 40241

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

- **Total Participants:** 128

- **Total Assets:** $6.4M

## 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|128|$6.4M|$185,322|$285,644|

| 2023|114|$5.6M|$211,546|$293,737|

| 2022|117|$5.0M|$181,686|$251,121|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$26,145|—|$26,145|

| SORTINO ADVISORY PARTNERS, LLC|INVESTMENT ADVISORY|$19,997|$3|$20,000|

| JONES, NALE & MATTINGLY|ACCOUNTANT|$14,300|—|$14,300|

### Verified Provider Profiles

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

- [JONES, NALE & MATTINGLY](https://planprovider.pro/provider/jones-nale-and-mattingly-plc) — ACCOUNTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $60,445

- **Estimated Expense Ratio:** 0.948% 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|$60,440|$19,997|$26,145|$14,298|—|

| 2023|$61,294|$19,997|$28,298|$12,999|—|

| 2022|$46,237|$19,998|$26,239|—|—|

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