Plan Snapshot
- Plan Sponsor: L.D. Management Company
- Sponsor EIN: 311423126
- Sponsor Address: 110 EAST WILSON BRIDGE ROAD, WORTHINGTON, OH, 43085
- Plan Type: DC
- Total Participants: 190
- Total Assets: $7.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 190 | $7.8M | $209,911 | $341,973 |
| 2023 | 185 | $7.1M | $211,962 | $332,586 |
| 2022 | 181 | $5.9M | $210,415 | $324,834 |
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 |
|---|---|---|---|---|
| MALONEY NOVOTNY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MALONEY NOVOTNY, LLC — 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 | $40,986 | $22,822 | $12,030 | — | — |
| 2023 | $37,503 | $19,318 | $9,293 | — | — |
| 2022 | $34,238 | $21,891 | $10,617 | — | $1,730 |