Plan Snapshot
- Plan Sponsor: Lgt Capital Partners (Usa) INC.
- Sponsor EIN: 820886132
- Sponsor Address: 1133 AVENUE OF THE AMERICAS, NEW YORK, NY, 10036
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $195.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $195.7M | $0 | $0 |
| 2023 | 0 | $224.5M | $0 | $0 |
| 2022 | 0 | $215.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| LGT CAPITAL PARTNERS (USA) INC | Other Service Provider | $848,510 | — | $848,510 |
| EISNERAMPER LLP | Auditor | $131,370 | — | $131,370 |
| PRICEWATERHOUSECOOPERS AG | Other Service Provider | $31,333 | — | $31,333 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,011,213
- Estimated Expense Ratio: 0.517% 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 | $1,018,855 | $848,510 | — | $31,333 | — |
| 2023 | $963,512 | $841,959 | — | -$1,485 | — |
| 2022 | $1,021,359 | $870,533 | — | — | $150,826 |