Plan Snapshot
- Plan Sponsor: Lgi Services, LLC
- Sponsor EIN: 464232802
- Sponsor Address: 250 W 64TH ST, NEW YORK, NY, 100236601
- Plan Type: 403(b)
- Total Participants: 155
- Total Assets: $40.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 155 | $40.0M | $961,685 | $1.2M |
| 2023 | 154 | $36.7M | $902,025 | $1.1M |
| 2022 | 158 | $33.9M | $866,485 | $1.1M |
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 |
|---|---|---|---|---|
| BDO USA P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA P.C. — Auditor
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 |
|---|---|---|---|---|---|
| 2024 | $158,655 | $75,320 | $83,335 | — | — |
| 2023 | $146,464 | $68,855 | $77,609 | — | — |
| 2022 | $108,503 | $46,282 | $62,221 | — | — |