# Lockwood Partners, LLC 401(k) Plan
Source: https://planprovider.pro/companies/lockwood-partners-llc-401k-plan

> Lockwood Partners, LLC's 401(k) plan: 42 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lockwood Partners, LLC

- **Sponsor EIN:** 320575861

- **Sponsor Address:** PO BOX 53466, HOUSTON, TX, 77052

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

- **Total Participants:** 42

- **Total Assets:** $6.0M

## 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|42|$6.0M|$97,794|$219,933|

| 2023|31|$5.8M|$46,577|$216,892|

| 2022|33|$5.3M|$0|$200,475|

## 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|

| ASCENSUS LLC|NONE|$13,200|—|$13,200|

| EEPB|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $13,200

- **Estimated Expense Ratio:** 0.220% 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|$13,200|—|$13,200|—|—|

| 2023|$11,765|—|$11,765|—|—|

| 2022|$14,881|—|$14,881|—|—|

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