# National Lime & Stone Company 401(k) Plan
Source: https://planprovider.pro/companies/national-lime-stone-company-401k-plan

> National Lime & Stone Company's 401(k) plan: 393 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** National Lime & Stone Company

- **Sponsor EIN:** 344312430

- **Sponsor Address:** 551 LAKE CASCADE PARKWAY, FINDLAY, OH, 458390120

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

- **Total Participants:** 393

- **Total Assets:** $52.8M

## 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|393|$52.8M|$1.2M|$2.5M|

| 2023|372|$46.4M|$1.1M|$2.4M|

| 2022|361|$38.0M|$1.0M|$2.1M|

## 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|

| SCHWAB RETIREMENT PLAN SERVICES INC|NONE|$69,353|—|$69,353|

| HIGHLAND CONSULTING ASSOCIATES|NONE|$50,149|—|$50,149|

| WILLIAM VAUGHAN COMPANY|NONE|$24,600|—|$24,600|

### Verified Provider Profiles

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

- [SCHWAB RETIREMENT PLAN SERVICES INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [WILLIAM VAUGHAN COMPANY](https://planprovider.pro/provider/william-vaughan-company) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $144,102

- **Estimated Expense Ratio:** 0.273% 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|$144,202|$51,452|—|$24,600|—|

| 2023|$110,714|$46,134|$7,500|—|—|

| 2022|$136,079|$34,336|—|—|$14,400|

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