Plan Snapshot
- Plan Sponsor: Lyles Diversified, INC.
- Sponsor EIN: 941050189
- Sponsor Address: 525 W. ALLUVIAL AVE STE A, FRESNO, CA, 937115521
- Plan Type: 401(k)
- Total Participants: 336
- Total Assets: $111.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 336 | $111.0M | $2.7M | $3.5M |
| 2023 | 298 | $100.3M | $2.8M | $2.9M |
| 2022 | 201 | $88.2M | $2.8M | $2.3M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $175,828 | — | $175,828 |
| S B H U LIFE AGENCY INC | OTHER SERVICES | — | $16,983 | $16,983 |
| CUTTONE AND MASTRO CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- S B H U LIFE AGENCY INC — OTHER SERVICES
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $192,811
- Estimated Expense Ratio: 0.174% 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 | $177,934 | — | $177,934 | — | — |
| 2023 | $138,619 | — | $138,619 | — | — |
| 2022 | $86,189 | — | $86,189 | — | — |