# Lloyd & Mcdaniel PLLC 401(k) Plan
Source: https://planprovider.pro/companies/lloyd-mcdaniel-pllc-401k-plan

> Lloyd & Mcdaniel PLLC's 401(k) plan: 220 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lloyd & Mcdaniel PLLC

- **Sponsor EIN:** 610861142

- **Sponsor Address:** 700 N HURSTBOURNE PARKWAY SUITE 200, LOUISVILLE, KY, 40222

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

- **Total Participants:** 220

- **Total Assets:** $9.2M

## 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|220|$9.2M|$422,189|$760,937|

| 2023|133|$9.6M|$257,815|$488,318|

| 2022|131|$8.0M|$255,252|$502,604|

## 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|

| EPIC RETIREMENT PLAN SERIVCES|NONE|$23,390|—|$23,390|

| PINNACLE BANK|NONE|$22,478|—|$22,478|

| PRONVEST|NONE|$10,089|—|$10,089|

| MONROE SHINE & CO., INC.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [EPIC RETIREMENT PLAN SERIVCES](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

- [MONROE SHINE & CO., INC.](https://planprovider.pro/provider/monroe-shine-and-co-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $55,957

- **Estimated Expense Ratio:** 0.607% 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|$57,556|$34,166|—|—|—|

| 2023|$74,985|$54,496|—|—|—|

| 2022|$52,431|—|—|—|—|

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