# M. Lipsitz & Co., Ltd. DC Plan
Source: https://planprovider.pro/companies/m-lipsitz-co-ltd-plan

> M. Lipsitz & Co., Ltd.'s DC plan: 234 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** M. Lipsitz & Co., Ltd.

- **Sponsor EIN:** 741474940

- **Sponsor Address:** 100 ELM STREET, WACO, TX, 76704

- **Plan Type:** DC

- **Total Participants:** 234

- **Total Assets:** $19.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|234|$19.5M|$507,478|$469,710|

| 2023|242|$17.9M|$425,394|$702,871|

| 2022|229|$16.9M|$797,825|$427,256|

## 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|

| NA NA|AUDITOR|$6,000|—|$6,000|

| PATTILLO, BROWN & HILL, L.L.P|Auditor|$6,000|—|$6,000|

| WORLD INVESTMENT ADVISORS LLC|INVESTMENT ADVISOR|$5,444|—|$5,444|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PATTILLO, BROWN & HILL, L.L.P](https://planprovider.pro/provider/pattillo-brown-and-hill-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $17,444

- **Estimated Expense Ratio:** 0.089% 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|$12,849|$5,444|—|$6,000|—|

| 2023|$10,948|$4,798|—|$5,750|—|

| 2022|$5,689|—|$5,689|—|—|

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