# Lyndon Institute 401(k) Plan
Source: https://planprovider.pro/companies/lyndon-institute-030182055-001

> Lyndon Institute's 401(k) plan: 188 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lyndon Institute

- **Sponsor EIN:** 030182055

- **Sponsor Address:** P.O. BOX 127, LYNDON CENTER, VT, 05850

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

- **Plan Number:** 001

- **Total Participants:** 188

- **Total Assets:** $6.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|188|$6.4M|$210,953|$255,690|

| 2023|164|$5.7M|$198,280|$236,562|

| 2022|98|$5.2M|$191,277|$244,386|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|Recordkeeper|$15,951|—|$15,951|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $15,951

- **Estimated Expense Ratio:** 0.251% 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|$15,951|—|—|—|—|

| 2023|$24,859|—|—|—|—|

| 2022|$22,880|—|—|—|—|

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