# The Lee Manor 401(k) Plan
Source: https://planprovider.pro/companies/the-lee-manor-401k-plan

> The Lee Manor's 401(k) plan: 267 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Lee Manor

- **Sponsor EIN:** 362998136

- **Sponsor Address:** 648 N RIVER ROAD, NAPERVILLE, IL, 60563

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

- **Total Participants:** 267

- **Total Assets:** $3.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|267|$3.1M|$55,915|$217,128|

| 2023|199|$2.9M|$58,243|$203,459|

| 2022|189|$2.6M|$53,786|$198,872|

## 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|

| CHERRY BEKAERT LLP|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|$16,876|$9,494|$7,382|—|—|

| 2023|$15,058|$8,765|$6,293|—|—|

| 2022|$15,980|$9,319|$6,661|—|—|

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