# Lazard Freres & Co. LLC 401(k) Plan
Source: https://planprovider.pro/companies/lazard-freres-co-llc-401k-plan

> Lazard Freres & Co. LLC's 401(k) plan: 1,722 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lazard Freres & Co. LLC

- **Sponsor EIN:** 135545100

- **Sponsor Address:** 30 ROCKEFELLER PLAZA, NEW YORK, NY, 10112

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

- **Total Participants:** 1,722

- **Total Assets:** $832.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|1,722|$832.0M|$12.8M|$34.6M|

| 2023|1,751|$724.4M|$13.7M|$36.3M|

| 2022|1,820|$593.7M|$12.2M|$31.3M|

## 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 & TOUCHE LLP|ACCOUNTANT/AUDITOR|$135,014|—|$135,014|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$112,702|—|$112,702|

| STRATEGIC ADVISORS, INC.|ADVISOR|$52,406|—|$52,406|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DELOITTE & TOUCHE LLP](https://planprovider.pro/provider/deloitte-and-touche-llp) — ACCOUNTANT/AUDITOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $300,122

- **Estimated Expense Ratio:** 0.036% 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|$413,604|$154,917|$1,200|$135,014|—|

| 2023|$314,285|$41,227|—|$102,873|—|

| 2022|$263,328|$83|—|—|$25,282|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lazard-freres-co-llc-401k-plan)

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