# Locus Management 401(k) Plan
Source: https://planprovider.pro/companies/locus-management-401k-plan

> Locus Management's 401(k) plan: 87 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Locus Management

- **Sponsor EIN:** 384038952

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

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

- **Total Participants:** 87

- **Total Assets:** $4.0M

## 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.|

| 2023|87|$4.0M|$377,636|$848,157|

| 2022|128|$2.7M|$319,051|$700,815|

## 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|$29,796|—|$29,796|

| ADP, INC.|RECORD KEEPER|$6,040|—|$6,040|

| 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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [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:** $35,836

- **Estimated Expense Ratio:** 0.896% 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|

| 2023|$17,919|$14,898|—|—|—|

| 2022|$11,981|—|—|—|—|

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