# Luckie & Company 401(k) Plan
Source: https://planprovider.pro/companies/luckie-company-401k-plan

> Luckie & Company's 401(k) plan: 84 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|—|—|—|—|

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