# Luck Brothers, INC. 401(k) Plan
Source: https://planprovider.pro/companies/luck-brothers-inc-plan

> Luck Brothers, INC.'s 401(k) plan: 115 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Luck Brothers, INC.

- **Sponsor EIN:** 141509121

- **Sponsor Address:** 73 TRADE ROAD, PLATTSBURGH, NY, 12901

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

- **Total Participants:** 115

- **Total Assets:** $31.1M

## 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|115|$31.1M|$1.2M|$566,758|

| 2023|123|$29.4M|$1.3M|$573,746|

| 2022|126|$27.0M|$1.2M|$388,188|

## 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|

| MML INVESTORS SERVICES LLC|INVESTMENT ADVISOR|$61,009|—|$61,009|

| TEAL BECKER & CHIARAMONTE, CPAS PC|CONTRACT ADMIN|$23,651|—|$23,651|

| EMPOWER LIFE & ANNUITY INS CO OF NY|RECORDKEEPER|$8,503|—|$8,503|

| MARTINDALE KEYSOR & CO., PLLC|Auditor|-$10,250|—|-$10,250|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $82,913

- **Estimated Expense Ratio:** 0.267% 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|$154,295|$61,009|$103,536|-$10,250|—|

| 2023|$173,461|$54,620|$108,591|$10,250|—|

| 2022|$103,344|—|$103,344|—|—|

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