Plan Snapshot
- Plan Sponsor: Learning Technologies Group, INC.
- Sponsor EIN: 562165109
- Sponsor Address: 434 FAYETTEVILLE - 9TH FLOOR, RALEIGH, NC, 27601
- Plan Type: 401(k)
- Total Participants: 339
- Total Assets: $52.3M
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. |
|---|---|---|---|---|
| 2023 | 339 | $52.3M | $626,078 | $3.0M |
| 2022 | 408 | $45.2M | $615,287 | $2.9M |
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 |
|---|---|---|---|---|
| ROMEO, WIGGINS & COMPANY, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2023 | $6,181 | — | — | — | — |
| 2022 | $11,021 | — | — | — | — |