Plan Snapshot
- Plan Sponsor: Lynn Care, LLC
- Sponsor EIN: 472134718
- Sponsor Address: 6600 COLLEGE BLVD SUITE 300, OVERLAND PARK, KS, 66211
- Plan Type: 401(k)
- Total Participants: 443
- Total Assets: $3.2M
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 | 443 | $3.2M | $205,371 | $396,725 |
| 2023 | 400 | $2.8M | $350,569 | $680,507 |
| 2022 | 516 | $1.9M | $408,395 | $787,673 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $34,820 | $27,133 | — | — | — |
| 2023 | $29,939 | $20,887 | — | — | — |
| 2022 | $18,026 | — | — | — | — |