# Lochridge-Priest, INC 401(k) Plan
Source: https://planprovider.pro/companies/lochridge-priest-inc-401k-plan

> Lochridge-Priest, INC's 401(k) plan: 630 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lochridge-Priest, INC

- **Sponsor EIN:** 741460928

- **Sponsor Address:** PO BOX 154187, WACO, TX, 76715

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

- **Total Participants:** 630

- **Total Assets:** $3.2M

## 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|630|$3.2M|$74,998|$261,160|

| 2023|439|$3.8M|$97,369|$356,657|

| 2022|348|$3.3M|$89,761|$314,018|

## 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|

| TRANSAMERICA FINANCIAL LIFE INS CO|RECORDKEEPER|$15,031|—|$15,031|

| UBS FINANCIAL SERVICES, INC.|INVESTMENT ADVISORY|$14,984|—|$14,984|

| LUDWICK, MONTGOMERY & STAPP, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA FINANCIAL LIFE INS CO](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [UBS FINANCIAL SERVICES, INC.](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADVISORY

- [LUDWICK, MONTGOMERY & STAPP, PC](https://planprovider.pro/provider/ludwick-montgomery-and-stapp-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $30,015

- **Estimated Expense Ratio:** 0.938% 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|$33,952|$33,952|—|—|—|

| 2023|$36,741|$36,741|—|—|—|

| 2022|$22,544|$22,544|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lochridge-priest-inc-401k-plan)

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