# Lumsden & Mccormick, LLP DC Plan
Source: https://planprovider.pro/companies/lumsden-mccormick-llp-plan

> Lumsden & Mccormick, LLP's DC plan: 132 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lumsden & Mccormick, LLP

- **Sponsor EIN:** 160765486

- **Sponsor Address:** CYCLORAMA BUILDING, 369 FRANKLIN ST, BUFFALO, NY, 14202

- **Plan Type:** DC

- **Total Participants:** 132

- **Total Assets:** $55.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|132|$55.6M|$1.1M|$1.4M|

| 2023|122|$51.1M|$1.1M|$1.4M|

| 2022|124|$40.6M|$1.1M|$1.3M|

## 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|

| JEFFREY L. OFFHAUS CPA, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JEFFREY L. OFFHAUS CPA, LLC](https://planprovider.pro/provider/jeffrey-l-offhaus-cpa-llc) — 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|$725|—|—|—|—|

| 2023|$600|—|—|—|—|

| 2022|$575|—|—|—|—|

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