Plan Snapshot
- Plan Sponsor: Lcm Investments Holdings Ii, LLC
- Sponsor EIN: 204587299
- Sponsor Address: 3031 N ROCKY POINT DR W, STE 770, TAMPA, FL, 33607
- Plan Type: 401(k)
- Total Participants: 6,775
- Total Assets: $118.5M
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 | 6,775 | $118.5M | $3.6M | $22.8M |
| 2023 | 5,846 | $94.7M | $3.0M | $20.0M |
| 2022 | 4,980 | $70.2M | $2.9M | $18.8M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AM | NONE | $709,781 | — | $709,781 |
| FLORIDA RETIREMENT CONSULTANTS | NONE | $332,024 | — | $332,024 |
| CBIZ CPAS P.C. | NONE | $79,800 | — | $79,800 |
| CAPFINANCIAL PARTNERS LLC | NONE | $41,250 | — | $41,250 |
| KESTRA INVESTMENT SERVICES, LLC | NONE | $36,166 | — | $36,166 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,199,021
- Estimated Expense Ratio: 1.012% 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 | $1,164,373 | $163,145 | $332,024 | $79,800 | — |
| 2023 | $873,829 | $158,391 | $243,248 | $18,000 | — |
| 2022 | $717,737 | $134,122 | $542,615 | — | $41,000 |