Plan Snapshot
- Plan Sponsor: L&M Development Partners, INC.
- Sponsor EIN: 133248408
- Sponsor Address: 1865 PALMER AVENUE, LARCHMONT, NY, 10538
- Plan Type: DC
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 258 | $1.3M | $0 | $0 |
| 2023 | 300 | $1.2M | $0 | $0 |
| 2022 | 351 | $1.2M | $0 | $0 |
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 |
|---|---|---|---|---|
| LIPSKY, GOODKIN & CO., P.C. | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $1,352,021 | — | — | — | — |
| 2024 | $249 | — | — | — | — |
| 2023 | $906 | — | — | — | — |
| 2022 | $336,033 | $190,781 | $122,829 | — | $22,423 |