# New Lexington Clinic, P.S.C. DC Plan
Source: https://planprovider.pro/companies/new-lexington-clinic-p-s-c-plan-001

> New Lexington Clinic, P.S.C.'s DC plan: 1,491 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** New Lexington Clinic, P.S.C.

- **Sponsor EIN:** 611262927

- **Sponsor Address:** 1221 S BROADWAY, LEXINGTON, KY, 40504

- **Plan Type:** DC

- **Total Participants:** 1,491

- **Total Assets:** $295.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|1,491|$295.5M|$7.8M|$8.2M|

| 2023|1,360|$250.6M|$6.2M|$6.3M|

| 2022|1,053|$198.8M|$5.4M|$5.1M|

## 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|

| CHERRY BEKAERT, LLP|Auditor|$17,850|—|$17,850|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $17,850

- **Estimated Expense Ratio:** 0.006% 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|$96,229|$105,526|$18,353|$17,850|—|

| 2023|$74,966|$90,178|$18,463|$15,900|—|

| 2022|$76,629|$53,079|—|—|—|

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