# Lord Aeck Sargent Planning And Design, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lord-aeck-sargent-planning-and-design-inc-401k-plan

> Lord Aeck Sargent Planning And Design, INC.'s 401(k) plan: 158 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lord Aeck Sargent Planning And Design, INC.

- **Sponsor EIN:** 871174150

- **Sponsor Address:** 1175 PEACHTREE STREET, NE, ATLANTA, GA, 30361

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

- **Total Participants:** 158

- **Total Assets:** $14.3M

## 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|158|$14.3M|$526,269|$1.6M|

| 2023|148|$10.9M|$479,716|$1.4M|

| 2022|143|$7.4M|$395,115|$1.1M|

## 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 INS CO AMERICA|RECORDKEEPER|$21,728|—|$21,728|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MANAGER|$6,371|—|$6,371|

| SMITH + HOWARD|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $28,099

- **Estimated Expense Ratio:** 0.197% 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|$28,099|$6,371|—|—|—|

| 2023|$19,769|$3,650|—|—|—|

| 2022|$11,991|—|$11,991|—|—|

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