Plan Snapshot
- Plan Sponsor: Luckie & Company
- Sponsor EIN: 631160366
- Sponsor Address: P O BOX 530584, BIRMINGHAM, AL, 35223
- Plan Type: 401(k)
- Total Participants: 84
- Total Assets: $636,462
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 84 | $636,462 | $54,128 | $155,702 |
| 2022 | 84 | $7.4M | $198,518 | $504,391 |
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 |
|---|---|---|---|---|
| BORLAND BENEFIELDPC | 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 |
|---|---|---|---|---|---|
| 2023 | $10,594 | — | — | — | — |
| 2022 | $24,769 | — | — | — | — |