Plan Snapshot
- Plan Sponsor: Lyons & Company, INC.
- Sponsor EIN: 204033514
- Sponsor Address: P.O. BOX 1648, GADSDEN, AL, 359021648
- Plan Type: 401(k)
- Total Participants: 2,794
- Total Assets: $79.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 2,794 | $79.9M | $3.7M | $7.7M |
| 2023 | 3,908 | $71.9M | $3.3M | $7.4M |
| 2022 | 3,232 | $60.0M | $3.0M | $6.7M |
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 | $824,625 | — | $602,803 | — | — |
| 2023 | $672,534 | — | $504,153 | — | — |
| 2022 | $595,233 | $151,263 | $443,970 | — | — |