# Ly Brothers Corporation 401(k) Plan
Source: https://planprovider.pro/companies/ly-brothers-corporation-401k-plan

> Ly Brothers Corporation's 401(k) plan: 462 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ly Brothers Corporation

- **Sponsor EIN:** 943170390

- **Sponsor Address:** 1963 SABRE STREET, HAYWARD, CA, 94545

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

- **Total Participants:** 462

- **Total Assets:** $15.0M

## 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|462|$15.0M|$354,115|$1.5M|

| 2023|470|$12.0M|$285,008|$1.3M|

| 2022|418|$9.0M|$247,069|$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|

| STANCORP FINANCIAL GROUP|NONE|$45,257|—|$45,257|

| PRIME CAPITAL INVESTMENT ADVISORS|NONE|$15,010|—|$15,010|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $60,267

- **Estimated Expense Ratio:** 0.401% 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|$40,754|$15,010|$25,744|—|—|

| 2023|$37,751|$15,000|$22,751|—|—|

| 2022|$29,927|—|$29,927|—|—|

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