Plan Snapshot
- Plan Sponsor: Lgt Capital Partners (Usa) INC.
- Sponsor EIN: 753151184
- Sponsor Address: 1133 AVENUE OF THE AMERICAS, NEW YORK, NY, 10036
- Plan Type: 401(k)
- Total Participants: 78
- Total Assets: $27.1M
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 | 78 | $27.1M | $1.1M | $1.5M |
| 2023 | 75 | $20.8M | $919,713 | $1.3M |
| 2022 | 63 | $15.4M | $715,143 | $1.0M |