# Robert Charles Lesser & Co., LLC 401(k) Plan
Source: https://planprovider.pro/companies/robert-charles-lesser-co-llc-401k-plan

> Robert Charles Lesser & Co., LLC's 401(k) plan: 99 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Robert Charles Lesser & Co., LLC

- **Sponsor EIN:** 522334830

- **Sponsor Address:** 4800 HAMPDEN LANE, SUITE 710, BETHESDA, MD, 20814

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

- **Total Participants:** 99

- **Total Assets:** $25.6M

## 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|99|$25.6M|$672,534|$1.3M|

| 2023|100|$21.0M|$822,781|$1.1M|

| 2022|99|$16.2M|$735,723|$990,726|

## 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|

| LION STREET ADVISORS LLC|ADVISOR|$40,251|—|$40,251|

| SENTINEL BENEFITS GROUP, INC.|TPA|$14,683|—|$14,683|

| WOLF & COMPANY, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LION STREET ADVISORS LLC](https://planprovider.pro/provider/lion-street) — ADVISOR

- [SENTINEL BENEFITS GROUP, INC.](https://planprovider.pro/provider/sentinel-group) — TPA

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $54,934

- **Estimated Expense Ratio:** 0.215% 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|$59,479|$40,251|—|—|—|

| 2023|$50,945|$34,918|—|—|—|

| 2022|$56,973|$39,291|—|—|$17,682|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/robert-charles-lesser-co-llc-401k-plan)

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