Plan Snapshot
- Plan Sponsor: Lgc
- Sponsor EIN: 020416194
- Sponsor Address: 276 ABBY ROAD, MANCHESTER, NH, 03103
- Plan Type: 401(k)
- Total Participants: 1,210
- Total Assets: $110.1M
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 | 1,210 | $110.1M | $3.6M | $8.7M |
| 2023 | 1,192 | $94.8M | $4.0M | $9.3M |
| 2022 | 1,153 | $72.6M | $3.9M | $9.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $170,799 | — | $170,799 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $36,893 | — | $36,893 |
| NEWPORT GROUP CONSULTING LLC | Investment Advisor | $33,149 | — | $33,149 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $240,841
- Estimated Expense Ratio: 0.219% 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 | $243,833 | $70,042 | $300 | — | — |
| 2023 | $161,142 | $59,352 | — | — | — |
| 2022 | $178,071 | $23,400 | — | — | — |