Plan Snapshot
- Plan Sponsor: Luckett & Farley Holding Company, INC.
- Sponsor EIN: 461647927
- Sponsor Address: 737 SOUTH THIRD STREET, LOUISVILLE, KY, 40202
- Plan Type: 401(k)
- Total Participants: 86
- Total Assets: $10.2M
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 | 86 | $10.2M | $111,303 | $748,951 |
| 2023 | 81 | $8.4M | $88,102 | $747,258 |
| 2022 | 67 | $9.4M | $79,357 | $705,276 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
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 | $44,205 | — | $44,205 | — | — |
| 2023 | $11,816 | — | $11,816 | — | — |
| 2022 | $4,483 | — | -$3,540 | — | $8,023 |