# The Lanier Law Firm, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/the-lanier-law-firm-p-c-401k-plan

> The Lanier Law Firm, P.C.'s 401(k) plan: 187 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Lanier Law Firm, P.C.

- **Sponsor EIN:** 760515650

- **Sponsor Address:** P.O. BOX 691448, HOUSTON, TX, 77269

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

- **Total Participants:** 187

- **Total Assets:** $32.6M

## 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|187|$32.6M|$726,940|$1.8M|

| 2023|170|$28.0M|$595,276|$1.8M|

| 2022|165|$24.0M|$582,487|$1.6M|

## 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|

| CWM, LLC|SERVICE PROVIDER|—|$104,922|$104,922|

| JULY BUSINESS SERVICES INC.|THIRD PARTY ADMINISTRATO|—|$14,646|$14,646|

| VOYA RETIREMENT ADVISORS, LLC|SERVICE PROVIDER|$7,488|—|$7,488|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CWM, LLC](https://planprovider.pro/provider/carson-wealth-management-group) — SERVICE PROVIDER

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $127,056

- **Estimated Expense Ratio:** 0.390% 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|$35,947|$35,947|—|—|—|

| 2023|$26,870|$26,870|—|—|—|

| 2022|$10,770|$10,770|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-lanier-law-firm-p-c-401k-plan)

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