# R. Lacy Services, Ltd. Health & Welfare Plan
Source: https://planprovider.pro/companies/r-lacy-services-ltd-202002323-501

> R. Lacy Services, Ltd.'s Health & Welfare plan: 80 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** R. Lacy Services, Ltd.

- **Sponsor EIN:** 202002323

- **Sponsor Address:** 222 EAST TYLER ST, LONGVIEW, TX, 75601

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 80

- **Total Assets:** $303,116

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|80|$303,116|$2.8M|$0|

| 2023|81|$252,652|$3.7M|$0|

| 2022|77|$253,963|$2.8M|$0|

## 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|

| BOON-CHAPMAN|Other Service Provider|$101,165|—|$101,165|

| AETNA SIGNATURE|Recordkeeper|$20,682|—|$20,682|

| HUB INTERNATIONAL TEXAS, INC.|Recordkeeper|$15,465|—|$15,465|

| TELADOC HEALTH MEDICAL GROUP PA|Other Service Provider|$5,413|—|$5,413|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $142,725

- **Estimated Expense Ratio:** 47.086% 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|$3,187,198|—|—|—|—|

| 2023|$4,521,026|—|—|—|—|

| 2022|$2,930,497|—|—|—|—|

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