# Longwood Lincoln Mercury, INC. 401(k) Plan
Source: https://planprovider.pro/companies/longwood-lincoln-mercury-inc-401k-plan

> Longwood Lincoln Mercury, INC.'s 401(k) plan: 324 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Longwood Lincoln Mercury, INC.

- **Sponsor EIN:** 591636956

- **Sponsor Address:** 3505 N. US HIGHWAY 17-92, LONGWOOD, FL, 32750

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

- **Total Participants:** 324

- **Total Assets:** $11.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|324|$11.4M|$75,000|$990,637|

| 2023|295|$10.6M|$70,000|$1.0M|

| 2022|285|$8.3M|$65,000|$1.0M|

## 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|

| PENSION INVESTORS CORPORATION|THIRD PARTY ADMINISTRATO|$10,306|—|$10,306|

| SCHAFER TSCHOFF WHITCOMB MITCHELL|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $10,306

- **Estimated Expense Ratio:** 0.090% 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|$66,295|—|—|—|—|

| 2023|$65,252|—|—|—|—|

| 2022|$19,483|—|—|—|—|

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