Plan Snapshot
- Plan Sponsor: Lgm Pharma LLC
- Sponsor EIN: 822331395
- Sponsor Address: 6400 CONGRESS AVE.,, BOCA RATON, FL, 33487
- Plan Type: 401(k)
- Total Participants: 209
- Total Assets: $9.3M
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. |
|---|---|---|---|---|
| 2024 | 209 | $9.3M | $149,571 | $1.0M |
| 2023 | 192 | $7.5M | $27,612 | $790,455 |
| 2022 | 200 | $5.8M | $0 | $764,427 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — 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 | $33,463 | — | — | — | — |
| 2023 | $42,509 | $13,051 | $28,598 | — | — |
| 2022 | $35,232 | $12,108 | $23,124 | — | — |