Plan Snapshot
- Plan Sponsor: Lords And Ladys Enterprises In
- Sponsor EIN: 042864507
- Sponsor Address: 1208 VFW PKWY STE 200, BOSTON, MA, 021324344
- Plan Type: 401(k)
- Total Participants: 383
- Total Assets: $3.5M
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 | 383 | $3.5M | $0 | $221,655 |
| 2023 | 382 | $3.2M | $0 | $275,222 |
| 2022 | 378 | $2.6M | $0 | $256,799 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $10,782 | — | $10,782 |
| CWM, LLC | ADVISOR | $10,735 | — | $10,735 |
| BRITT & COMPANY CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,517
- Estimated Expense Ratio: 0.608% 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 | $23,039 | $11,657 | $10,522 | — | — |
| 2023 | $19,304 | $10,162 | $8,282 | — | — |
| 2022 | $20,922 | $9,620 | $11,302 | — | — |