# Lloyd, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lloyd-inc-plan-002

> Lloyd, INC.'s 401(k) plan: 107 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lloyd, INC.

- **Sponsor EIN:** 420837233

- **Sponsor Address:** 604 W. THOMAS AVENUE, SHENANDOAH, IA, 51601

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

- **Total Participants:** 107

- **Total Assets:** $11.0M

## 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|107|$11.0M|$256,032|$580,907|

| 2023|98|$9.9M|$230,336|$534,406|

| 2022|112|$7.9M|$234,234|$555,356|

## 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|

| COMMONWEALTH FINANCIAL NETWORK|NONE|$35,660|—|$35,660|

| NEWPORT GROUP, INC.|NONE|$5,130|—|$5,130|

| HUTCHINS & HAAKE, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [COMMONWEALTH FINANCIAL NETWORK](https://planprovider.pro/provider/commonwealth-financial-network) — NONE

- [HUTCHINS & HAAKE, LLC](https://planprovider.pro/provider/hutchins-and-haake-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $40,790

- **Estimated Expense Ratio:** 0.370% 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|$43,266|$38,136|$5,130|—|—|

| 2023|$35,808|$27,204|$8,604|—|—|

| 2022|$42,265|$30,064|$12,201|—|—|

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