# Lockard & Wechsler LLC 401(k) Plan
Source: https://planprovider.pro/companies/lockard-wechsler-llc-plan

> Lockard & Wechsler LLC's 401(k) plan: 103 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lockard & Wechsler LLC

- **Sponsor EIN:** 812152585

- **Sponsor Address:** 2 BRIDGE STREET, SUITE 200, IRVINGTON, NY, 10533

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

- **Total Participants:** 103

- **Total Assets:** $11.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|103|$11.8M|$302,847|$738,359|

| 2023|101|$9.8M|$322,865|$653,379|

| 2022|94|$8.0M|$252,735|$567,265|

## 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|

| BELFINT LYONS SHUMAN|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BELFINT LYONS SHUMAN](https://planprovider.pro/provider/belfint-lyons-and-shuman-pa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$40,110|$27,261|—|—|—|

| 2023|$623,148|—|$1,275|—|—|

| 2022|$430,393|—|$850|—|—|

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