# Sam Leman I, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sam-leman-i-llc-401k-plan

> Sam Leman I, LLC's 401(k) plan: 385 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sam Leman I, LLC

- **Sponsor EIN:** 742939491

- **Sponsor Address:** 200 E COURTLAND ST., MORTON, IL, 61550

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

- **Total Participants:** 385

- **Total Assets:** $33.7M

## 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|385|$33.7M|$868,773|$1.9M|

| 2023|351|$29.2M|$847,012|$1.9M|

| 2022|341|$24.0M|$844,935|$1.9M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$100,939|—|$100,939|

| WOODWARD AND ASSOCIATES|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WOODWARD AND ASSOCIATES](https://planprovider.pro/provider/woodward-and-associates-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $100,939

- **Estimated Expense Ratio:** 0.299% 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|$103,609|$2,670|—|—|—|

| 2023|$90,482|$1,778|—|—|—|

| 2022|$84,370|—|$84,370|—|—|

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