# Martha Lloyd School, INC. 401(k) Plan
Source: https://planprovider.pro/companies/martha-lloyd-school-inc-401k-plan

> Martha Lloyd School, INC.'s 401(k) plan: 297 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Martha Lloyd School, INC.

- **Sponsor EIN:** 240798830

- **Sponsor Address:** 66 LLOYD LANE, TROY, PA, 16947

- **Plan Type:** 401(k)

- **Total Participants:** 297

- **Total Assets:** $4.5M

## 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|297|$4.5M|$149,175|$345,536|

| 2023|383|$4.3M|$173,972|$337,164|

| 2022|305|$3.6M|$183,234|$349,766|

## 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|

| JULY BUSINESS SERVICES LLC|RECORDKEEPER|$8,576|—|$8,576|

| MENGEL METZGER BARR & CO., LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JULY BUSINESS SERVICES LLC](https://planprovider.pro/provider/july-business-services) — RECORDKEEPER

- [MENGEL METZGER BARR & CO., LLP](https://planprovider.pro/provider/mengel-metzger-barr-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $8,576

- **Estimated Expense Ratio:** 0.189% 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|$9,425|—|$849|—|—|

| 2023|$14,046|—|$14,046|—|—|

| 2022|$3,381|$3,381|—|—|—|

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