# Lords And Ladys Enterprises In 401(k) Plan
Source: https://planprovider.pro/companies/lords-and-ladys-enterprises-in-401k-plan

> Lords And Ladys Enterprises In's 401(k) plan: 383 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/paychex) — 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|—|—|

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