# Lorian Home Systems, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lorian-home-systems-inc-401k-plan

> Lorian Home Systems, INC.'s 401(k) plan: 283 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Lorian Home Systems, INC.

- **Sponsor EIN:** 260006279

- **Sponsor Address:** 9325 SKY PARK CT STE 310, SAN DIEGO, CA, 92123

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

- **Total Participants:** 283

- **Total Assets:** $3.6M

## 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.|

| 2023|283|$3.6M|$409,098|$903,705|

| 2022|192|$1.8M|$246,384|$539,657|

## 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|

| WALTERS & ASSOCIATES, CPAS|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|

| 2023|$14,371|—|$4,331|—|—|

| 2022|$9,644|—|$9,644|—|—|

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