# Lyons &amp; Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lyons-company-inc-401k-plan-001

> Lyons &amp; Company, INC.&#39;s 401(k) plan: 2,794 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lyons-company-inc-401k-plan-001)

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