Plan Snapshot
- Plan Sponsor: Lowcountry Grocers, LLC
- Sponsor EIN: 300841821
- Sponsor Address: 724 ATTWOOD CIRCLE, MT. PLEASANT, SC, 29464
- Plan Type: 401(k)
- Total Participants: 295
- Total Assets: $2.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 295 | $2.4M | $0 | $263,750 |
| 2023 | 297 | $2.5M | $0 | $258,962 |
| 2022 | 265 | $2.1M | $0 | $273,241 |
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 |
|---|---|---|---|---|
| MOSS & YANTIS CPA PA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MOSS & YANTIS CPA PA — Auditor
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 | $15,748 | $15,748 | — | — | — |
| 2023 | $19,411 | $19,411 | — | — | — |
| 2022 | $11,381 | — | — | — | $11,381 |