# The Lyons National Bank 401(k) Plan
Source: https://planprovider.pro/companies/the-lyons-national-bank-401k-plan

> The Lyons National Bank's 401(k) plan: 216 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Lyons National Bank

- **Sponsor EIN:** 150372430

- **Sponsor Address:** 35 WILLIAM STREET, LYONS, NY, 14489

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

- **Total Participants:** 216

- **Total Assets:** $27.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|216|$27.0M|$641,078|$1.3M|

| 2023|213|$23.0M|$603,793|$1.2M|

| 2022|217|$19.9M|$606,130|$1.2M|

## 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|

| CAPITAL GROUP RETIREMENT SERVICES|RECORDKEEPER|$24,906|—|$24,906|

| MENGEL METZGER BARR & CO, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MENGEL METZGER BARR & CO, LLP](https://planprovider.pro/provider/mengel-metzger-barr-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $24,906

- **Estimated Expense Ratio:** 0.092% 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|$24,217|$24,217|—|—|—|

| 2023|$19,470|$19,470|—|—|—|

| 2022|$18,875|$18,875|—|—|—|

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