Plan Snapshot
- Plan Sponsor: Lyons Magnus, LLC
- Sponsor EIN: 822966358
- Sponsor Address: 3158 E. HAMILTON AVENUE, FRESNO, CA, 937024163
- Plan Type: 401(k)
- Total Participants: 898
- Total Assets: $54.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 898 | $54.0M | $1.5M | $3.8M |
| 2023 | 1,069 | $49.7M | $1.4M | $3.5M |
| 2022 | 961 | $48.1M | $1.4M | $3.5M |
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 |
|---|---|---|---|---|
| YULISHANA, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YULISHANA, INC. — 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 | $251,687 | $44,821 | — | — | — |
| 2023 | $208,144 | $42,656 | $35,377 | — | — |
| 2022 | $243,801 | $185,809 | $23,197 | — | — |