# Tobin Lucks, LLP 401(k) Plan
Source: https://planprovider.pro/companies/tobin-lucks-llp-401k-plan

> Tobin Lucks, LLP's 401(k) plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tobin Lucks, LLP

- **Sponsor EIN:** 431983451

- **Sponsor Address:** 8511 FALLBROOK AVE, WEST HILLS, CA, 91304

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

- **Total Participants:** 137

- **Total Assets:** $24.5M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|137|$24.5M|$84,484|$1.2M|

| 2023|129|$21.0M|$78,243|$998,493|

| 2022|121|$16.8M|$72,486|$857,223|

## 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|

| FARBER HASS HURLEY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FARBER HASS HURLEY LLP](https://planprovider.pro/provider/farber-hass-hurley-llp) — Auditor

## 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|$97,137|—|$97,137|—|—|

| 2023|$79,240|—|$79,240|—|—|

| 2022|$77,784|$36,469|$38,940|—|—|

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