Plan Snapshot
- Plan Sponsor: Lgt Capital Partners (Usa), INC.
- Sponsor EIN: 853374188
- Sponsor Address: 1133 AVENUE OF THE AMERICAS, NEW YORK, NY, 10036
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $960.9M
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 | $960.9M | $0 | $0 |
| 2023 | 0 | $790.6M | $0 | $0 |
| 2022 | 0 | $505.8M | $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 | $3,614,312 | — | $3,614,312 |
| EISNERAMPER LLP | Auditor | $258,723 | — | $258,723 |
| LGT FUND MANAGERS (IRELAND) LTD. | Other Service Provider | $229,387 | — | $229,387 |
| PWC ZH | Other Service Provider | $138,753 | — | $138,753 |
| HM REVENUE | Other Service Provider | $32,505 | — | $32,505 |
| GOODWIN PROCTER | ERISA Attorney | $21,551 | — | $21,551 |
| ROPES&GRAY | ERISA Attorney | $12,399 | — | $12,399 |
| KIRKLAND & ELLIS | ERISA Attorney | $10,877 | — | $10,877 |
| SIDLEY AUSTIN | ERISA Attorney | $9,772 | — | $9,772 |
| MARMONT OY | Other Service Provider | $6,335 | — | $6,335 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — Auditor
- GOODWIN PROCTER — ERISA Attorney
- ROPES&GRAY — ERISA Attorney
- KIRKLAND & ELLIS — ERISA Attorney
- SIDLEY AUSTIN — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,334,614
- Estimated Expense Ratio: 0.451% 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 | $5,279,790 | $3,614,312 | $125,075 | $174,704 | — |
| 2023 | $7,558,671 | $3,600,000 | $124,386 | $66,860 | — |
| 2022 | $6,367,298 | $3,970,797 | — | — | $2,396,501 |