# Lcm Investments Holdings Ii, LLC 401(k) Plan
Source: https://planprovider.pro/companies/lcm-investments-holdings-ii-llc-401k-plan

> Lcm Investments Holdings Ii, LLC's 401(k) plan: 6,775 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:

- [KESTRA INVESTMENT SERVICES, LLC](https://planprovider.pro/provider/christensen-group-financial-llc) — NONE

## 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|

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