Plan Snapshot
- Plan Sponsor: Ls3p Associates Ltd.
- Sponsor EIN: 570475651
- Sponsor Address: 205 1/2 KING STREET, CHARLESTON, SC, 29401
- Plan Type: 401(k)
- Total Participants: 490
- Total Assets: $72.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 490 | $72.3M | $996,341 | $3.9M |
| 2023 | 473 | $59.2M | $896,045 | $3.4M |
| 2022 | 423 | $47.7M | $758,134 | $2.9M |
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 |
|---|---|---|---|---|
| DRAFFIN TUCKER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DRAFFIN TUCKER — 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 | $111,973 | $35,758 | — | — | — |
| 2023 | $78,496 | $18,088 | — | — | — |
| 2022 | $103,192 | $34,461 | — | — | — |