Plan Snapshot
- Plan Sponsor: Lymi INC
- Sponsor EIN: 352467049
- Sponsor Address: 2263 E VERNON AVE, VERNON, CA, 900581631
- Plan Type: 401(k)
- Total Participants: 849
- Total Assets: $16.5M
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 | 849 | $16.5M | $1.4M | $3.1M |
| 2023 | 714 | $10.8M | $1.2M | $2.7M |
| 2022 | 629 | $6.4M | $888,045 | $2.0M |
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 |
|---|---|---|---|---|
| WEAVER AND TIDWELL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL, LLP — 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 | $73,719 | $31,722 | — | — | — |
| 2023 | $72,582 | $20,394 | $38,118 | — | — |
| 2022 | $55,949 | $13,963 | $33,486 | — | $8,500 |