# Lda Management Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lda-management-company-inc-401k-plan

> Lda Management Company, INC.'s 401(k) plan: 620 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lda Management Company, INC.

- **Sponsor EIN:** 455184524

- **Sponsor Address:** 12201 MERIT DR., DALLAS, TX, 75251

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

- **Total Participants:** 620

- **Total Assets:** $11.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|620|$11.2M|$71,076|$443,977|

| 2023|557|$13.0M|$74,382|$383,924|

| 2022|848|$13.2M|$82,968|$452,697|

## 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 INSURANCE COMPANY|RECORDKEEPER|$82,069|—|$82,069|

| GENEOS WEALTH MANAGEMENT INC|BROKER/ADVISER|—|$30,473|$30,473|

| NOVA 401(K) ASSOCIATES|THIRD PARTY ADMINISTRATOR|$2,743|$10,000|$12,743|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$10,515|—|$10,515|

| THE CJ CPA GROUP, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE CJ CPA GROUP, PLLC](https://planprovider.pro/provider/the-cj-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $135,800

- **Estimated Expense Ratio:** 1.217% 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|$95,327|—|$95,327|—|—|

| 2023|$100,445|$99,445|$1,000|—|—|

| 2022|$127,014|—|$127,014|—|—|

## Similar Plans

- [Whataburger Of Mesquite, INC.](https://planprovider.pro/companies/whataburger-of-mesquite-inc-401k-plan) — 612 participants

- [7crew Enterprises, LLC](https://planprovider.pro/companies/7crew-enterprises-llc-plan) — 523 participants

- [Whataburger Of Alice](https://planprovider.pro/companies/whataburger-of-alice-401k-plan) — 734 participants

- [Pizza Properties, INC.](https://planprovider.pro/companies/pizza-properties-inc-401k-plan) — 806 participants

- [Lala Land Kind Cafe](https://planprovider.pro/companies/lala-land-kind-cafe-plan) — 432 participants

- [Sli Enterprises, INC.](https://planprovider.pro/companies/sli-enterprises-inc-401k-plan) — 396 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lda-management-company-inc-401k-plan)

© 2026 PlanProvider.Pro