Plan Snapshot
- Plan Sponsor: Lbd Parent Holdings LLC
- Sponsor EIN: 464354563
- Sponsor Address: 99 HIGH STREET, BOSTON, MA, 02110
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 0 | $0 | $0 | $0 |
| 2023 | 0 | $54 | $270,252 | $0 |
| 2022 | 0 | $19.3M | $90,185 | $0 |
| 2021 | 0 | $27.7M | $0 | $0 |
| 2020 | 0 | $30.4M | $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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | Auditor | $2,534 | — | $2,534 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,534
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 | $53 | — | — | — | — |
| 2023 | $21,126 | — | — | $2,534 | — |
| 2022 | $33,056 | — | — | — | — |
| 2021 | $76,404 | — | — | — | — |
| 2020 | $160,920 | — | — | — | — |