Plan Snapshot
- Plan Sponsor: Lazard Asset Management LLC
- Sponsor EIN: 464424260
- Sponsor Address: 2323 GRAND BLVD. 5TH FLOOR, KANSAS CITY, MO, 64108
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $18.8M
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. |
|---|---|---|---|---|
| 2024 | 0 | $18.8M | $0 | $0 |
| 2023 | 0 | $17.5M | $0 | $0 |
| 2022 | 0 | $13.4M | $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 |
|---|---|---|---|---|
| DELOITTE TAX LLP | Other Service Provider | $64,678 | — | $64,678 |
| DELOITTE AND TOUCHE LLP | Auditor | $43,484 | — | $43,484 |
| STATE STREET BANK AND TRUST COMPANY | Custodian / Trustee | $23,785 | — | $23,785 |
| WILMER CUTLER PICKERING HALE & DORR | ERISA Attorney | — | $15,570 | $15,570 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE AND TOUCHE LLP — Auditor
- WILMER CUTLER PICKERING HALE & DORR — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $147,517
- Estimated Expense Ratio: 0.783% 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 | $46,226 | — | — | $43,484 | — |
| 2023 | $42,393 | -$105,035 | $15,000 | $35,423 | — |
| 2022 | $51,657 | — | — | — | $88,310 |