# Locus Holdings LLC 401(k) Plan
Source: https://planprovider.pro/companies/locus-holdings-llc-401k-plan

> Locus Holdings LLC's 401(k) plan: 63 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Locus Holdings LLC

- **Sponsor EIN:** 994614585

- **Sponsor Address:** 30600 AURORA RD STE 180, SOLON, OH, 44129

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

- **Total Participants:** 63

- **Total Assets:** $3.9M

## 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|63|$3.9M|$250,190|$600,093|

## 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|

| 401K ADVISORS INC|INVESTMENT/FINANCIAL ADVI|$21,320|—|$21,320|

| DAMICO WAWRIN & COMPANY CPAS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [401K ADVISORS INC](https://planprovider.pro/provider/accelerate-retirement) — INVESTMENT/FINANCIAL ADVI

- [DAMICO WAWRIN & COMPANY CPAS](https://planprovider.pro/provider/damico-wawrin-and-company-cpas-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $21,320

- **Estimated Expense Ratio:** 0.547% 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|$25,256|$21,320|—|—|—|

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