# Loureiro Engineering Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/loureiro-engineering-associates-inc-401k-plan

> Loureiro Engineering Associates, INC.'s 401(k) plan: 163 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Loureiro Engineering Associates, INC.

- **Sponsor EIN:** 060918334

- **Sponsor Address:** 100 NORTHWEST DRIVE, PLAINVILLE, CT, 06062

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

- **Total Participants:** 163

- **Total Assets:** $25.3M

## 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|163|$25.3M|$558,693|$1.2M|

| 2023|169|$23.0M|$515,087|$1.3M|

| 2022|179|$20.5M|$507,555|$1.3M|

## 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|

| SMITH BROTHERS FINANCIAL LLC|INVESTMENT ADVISOR|$35,159|—|$35,159|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$28,100|—|$28,100|

| PENSION CONSULTANTS, INC.|CONTRACT ADMIN|$16,922|$5,000|$21,922|

| SIMONE, MACCA & LARROW, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $85,181

- **Estimated Expense Ratio:** 0.337% 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|$73,837|—|—|—|—|

| 2023|$55,602|—|—|—|—|

| 2022|$65,757|—|—|—|$65,757|

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