# Lazard Asset Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/lazard-asset-management-llc-476916148-001

> Lazard Asset Management LLC's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lazard Asset Management LLC

- **Sponsor EIN:** 476916148

- **Sponsor Address:** 2323 GRAND BLVD. 5TH FLOOR, KANSAS CITY, MO, 64108

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $48.9M

## 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|$48.9M|$0|$0|

| 2023|0|$43.1M|$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|

| STATE STREET BANK AND TRUST COMPANY|Custodian / Trustee|$107,377|—|$107,377|

| DELOITTE AND TOUCHE LLP|Other Service Provider|$42,885|—|$42,885|

| DELOITTE TAX LLP|Other Service Provider|$21,114|—|$21,114|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $171,376

- **Estimated Expense Ratio:** 0.350% 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|$112,860|—|$73,555|$42,885|—|

| 2023|$415,716|$204,636|$17,440|$45,794|—|

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