Plan Snapshot
- Plan Sponsor: January 17th, LLC Dba Lgo Hospitality
- Sponsor EIN: 273272353
- Sponsor Address: 4530 NORTH 40TH STREET, PHOENIX, AZ, 85018
- Plan Type: 401(k)
- Total Participants: 459
- Total Assets: $1.9M
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. |
|---|---|---|---|---|
| 2023 | 459 | $1.9M | $0 | $427,931 |
| 2022 | 259 | $1.4M | $0 | $410,449 |
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 |
|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | Investment Advisor | — | $16,272 | $16,272 |
| VOYA RETIREMENT INSURANCE AND ANNUI | Recordkeeper | $9,684 | — | $9,684 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,956
- Estimated Expense Ratio: 1.372% 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 |
|---|---|---|---|---|---|
| 2023 | $4,843 | $371 | $4,472 | — | — |
| 2022 | $6,742 | $17 | $6,725 | — | — |