# Looking Glass Community Services 401(k) Plan
Source: https://planprovider.pro/companies/looking-glass-community-services-930605174-001

> Looking Glass Community Services&#39;s 401(k) plan: 295 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Looking Glass Community Services

- **Sponsor EIN:** 930605174

- **Sponsor Address:** 1790 W 11TH AVENUE, SUITE 200, EUGENE, OR, 97402

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

- **Plan Number:** 001

- **Total Participants:** 295

- **Total Assets:** $5.8M

## 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|295|$5.8M|$287,436|$263,280|

| 2023|226|$4.8M|$217,436|$171,922|

| 2022|213|$4.3M|$196,132|$190,056|

## 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|

| EMPOWER ANNUITY INSURANCE CO|Recordkeeper|$22,985|—|$22,985|

| RAYMOND JAMES|Investment Advisor|$12,307|—|$12,307|

| JONES & ROTH, PC|Recordkeeper|$4,661|$2,471|$7,132|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $42,424

- **Estimated Expense Ratio:** 0.735% 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|$48,449|$12,306|—|—|—|

| 2023|$44,435|$10,460|—|$3,000|—|

| 2022|$53,594|$8,647|—|—|$44,947|

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