# Src Of Lexington INC Health And Welfare Trust 401(k) Plan
Source: https://planprovider.pro/companies/src-of-lexington-inc-health-and-welfare-trust-856130701-502

> Src Of Lexington INC Health And Welfare Trust's 401(k) plan: 177 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Src Of Lexington INC Health And Welfare Trust

- **Sponsor EIN:** 856130701

- **Sponsor Address:** 1105 EASTLAND DRIVE, LEXINGTON, KY, 40505

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

- **Plan Number:** 502

- **Total Participants:** 177

- **Total Assets:** $54,578

## 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|177|$54,578|$3.0M|$365,025|

| 2023|167|$65,430|$1.7M|$348,297|

| 2022|145|$73,251|$1.7M|$310,301|

## 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|

| UMR|Other Service Provider|$149,813|—|$149,813|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $149,813

- **Estimated Expense Ratio:** 274.493% 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|$152,813|—|$149,813|—|—|

| 2023|$142,151|—|$139,151|—|—|

| 2022|$135,557|—|$132,557|—|—|

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