# Lord & Sons, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lord-sons-inc-401k-plan

> Lord & Sons, INC.'s 401(k) plan: 200 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lord & Sons, INC.

- **Sponsor EIN:** 941751726

- **Sponsor Address:** 430 E TRIMBLE ROAD, SAN JOSE, CA, 95131

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

- **Total Participants:** 200

- **Total Assets:** $9.9M

## 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|200|$9.9M|$305,941|$635,925|

| 2023|188|$9.0M|$284,746|$550,131|

| 2022|163|$7.9M|$256,257|$493,752|

## 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|

| JWT & ASSOCIATES, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$22,711|$22,711|—|—|—|

| 2023|$18,342|$18,342|—|—|—|

| 2022|$16,637|$16,637|—|—|—|

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