# Lykes Bros. INC. 401(k) Plan
Source: https://planprovider.pro/companies/lykes-bros-inc-401k-plan

> Lykes Bros. INC.'s 401(k) plan: 91 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lykes Bros. INC.

- **Sponsor EIN:** 590606439

- **Sponsor Address:** 7 LYKES RD, LAKE PLACID, FL, 338529582

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

- **Total Participants:** 91

- **Total Assets:** $15.3M

## 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|91|$15.3M|$375,724|$496,749|

| 2023|97|$15.0M|$352,064|$466,693|

| 2022|90|$14.2M|$347,658|$467,478|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$39,617|—|$39,617|

| PRINCIPAL SECURITIES INC|OTHER SERVICES|—|$5,733|$5,733|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $45,350

- **Estimated Expense Ratio:** 0.297% 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|$39,617|—|$39,617|—|—|

| 2023|$70,462|—|$70,462|—|—|

| 2022|$4,259|—|$4,259|—|—|

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