# Lynch Management Company 401(k) Plan
Source: https://planprovider.pro/companies/lynch-management-company-401k-plan

> Lynch Management Company&#39;s 401(k) plan: 119 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lynch Management Company

- **Sponsor EIN:** 592607387

- **Sponsor Address:** 2165 RIVER BLVD, JACKSONVILLE, FL, 322044413

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

- **Total Participants:** 119

- **Total Assets:** $17.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|119|$17.7M|$281,136|$796,657|

| 2023|198|$15.6M|$273,045|$808,509|

| 2022|189|$13.5M|$258,040|$790,638|

## 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|

| MASTERS, SMITH & WISBY, P.A.|Auditor|—|—|$0|

## 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|$9,698|—|$9,698|—|—|

| 2023|$9,939|—|$9,939|—|—|

| 2022|$9,649|—|$9,649|—|—|

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