Plan Snapshot
- Plan Sponsor: Lendlease Americas Holdings, INC.
- Sponsor EIN: 943161010
- Sponsor Address: 2320 CASCADE POINT BLVD, CHARLOTTE, NC, 28208
- Plan Type: 401(k)
- Total Participants: 398
- Total Assets: $495.1M
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 | 398 | $495.1M | $3.3M | $12.9M |
| 2023 | 1,028 | $535.6M | $4.5M | $17.8M |
| 2022 | 1,280 | $475.2M | $4.4M | $17.4M |
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 |
|---|---|---|---|---|
| VANGUARD ADVISERS INC. | NONE | $256,458 | — | $256,458 |
| THE VANGUARD GROUP, INC. | NONE | $121,636 | — | $121,636 |
| CARTER, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD ADVISERS INC. — NONE
- THE VANGUARD GROUP, INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $378,094
- Estimated Expense Ratio: 0.076% 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 | $375,164 | — | — | — | — |
| 2023 | $381,688 | — | — | — | — |
| 2022 | $439,423 | — | — | — | — |