# Lpa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lpa-inc-401k-plan

> Lpa, INC.'s 401(k) plan: 494 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lpa, INC.

- **Sponsor EIN:** 952693579

- **Sponsor Address:** 5301 CALIFORNIA AVENUE, SUITE 100, IRVINE, CA, 92617

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

- **Total Participants:** 494

- **Total Assets:** $79.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|494|$79.5M|$1.1M|$4.8M|

| 2023|439|$68.7M|$983,501|$4.2M|

| 2022|414|$56.9M|$918,730|$4.1M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$82,618|—|$82,618|

| SAGEVIEW ADVISORY GROUP, LLC|INVESTMENT ADVISOR|$65,595|—|$65,595|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$24,185|—|$24,185|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $172,398

- **Estimated Expense Ratio:** 0.217% 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|$172,398|$89,780|—|—|—|

| 2023|$161,702|$92,858|—|—|—|

| 2022|$142,298|$62,734|$67,064|—|$12,500|

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