# Lymi INC 401(k) Plan
Source: https://planprovider.pro/companies/lymi-inc-401k-plan-001

> Lymi INC's 401(k) plan: 849 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PAYCHEX, INC.|RECORDKEEPER|$41,374|—|$41,374|

| CONCURRENT INVESTMENT ADVISORS LLC|ADVISOR|$27,053|—|$27,053|

| WEAVER AND TIDWELL, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

- [WEAVER AND TIDWELL, LLP](https://planprovider.pro/provider/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:** $68,427

- **Estimated Expense Ratio:** 0.413% 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|$73,719|$31,722|—|—|—|

| 2023|$72,582|$20,394|$38,118|—|—|

| 2022|$55,949|$13,963|$33,486|—|$8,500|

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