# Stokes Lawrence, P.S. 401(k) Plan
Source: https://planprovider.pro/companies/stokes-lawrence-p-s-401k-plan

> Stokes Lawrence, P.S.'s 401(k) plan: 111 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stokes Lawrence, P.S.

- **Sponsor EIN:** 911318835

- **Sponsor Address:** 1420 FIFTH AVENUE SUITE 3000, SEATTLE, WA, 98101

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

- **Total Participants:** 111

- **Total Assets:** $60.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|111|$60.0M|$1.7M|$1.4M|

| 2023|106|$54.4M|$1.6M|$1.4M|

| 2022|108|$45.0M|$1.5M|$1.3M|

## 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|

| GREENWOOD OHLUND,PS|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|$12,791|—|—|—|—|

| 2023|$12,945|—|$12,945|—|—|

| 2022|$12,360|—|$12,360|—|—|

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