# Pre-Paid Legal Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/pre-paid-legal-services-inc-dba-legalshield-plan

> Pre-Paid Legal Services, INC.'s 401(k) plan: 593 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pre-Paid Legal Services, INC.

- **Sponsor EIN:** 731016728

- **Sponsor Address:** ONE PRE-PAID WAY, ADA, OK, 74820

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

- **Total Participants:** 593

- **Total Assets:** $46.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|593|$46.0M|$2.3M|$3.3M|

| 2023|614|$40.8M|$2.1M|$3.2M|

| 2022|681|$33.2M|$1.9M|$3.0M|

## 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|

| SCHMIDTLEIN & ASSOCIATES,CPA'S, P.A|Auditor|—|—|$0|

## 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|$74,694|—|$27,232|—|—|

| 2023|$80,862|—|$63,334|—|—|

| 2022|$95,639|—|$82,190|—|$13,449|

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