Plan Snapshot
- Plan Sponsor: Ll Services Parent, LLC
- Sponsor EIN: 621796508
- Sponsor Address: 720 SOUTH COLORADO BLVD, SUITE 200, GLENDALE, CO, 80246
- Plan Type: 401(k)
- Total Participants: 1,000
- Total Assets: $49.3M
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 | 1,000 | $49.3M | $2.0M | $4.5M |
| 2023 | 992 | $41.4M | $2.1M | $4.3M |
| 2022 | 809 | $29.6M | $1.8M | $3.9M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $163,588 | — | $163,588 |
| CBIZ BENEFITS & INSURANCE SERVICES | Recordkeeper | $15,110 | — | $15,110 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $178,698
- Estimated Expense Ratio: 0.362% 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 | $178,748 | — | $163,638 | — | — |
| 2023 | $170,859 | $6,779 | $150,601 | — | — |
| 2022 | $200,749 | — | $159,240 | — | — |