# Lgt Capital Partners (Usa), INC. 401(k) Plan
Source: https://planprovider.pro/companies/lgt-capital-partners-usa-inc-853374188-001

> Lgt Capital Partners (Usa), INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/eisneramper-llp) — Auditor

- [GOODWIN PROCTER](https://planprovider.pro/provider/goodwin-procter-llp) — ERISA Attorney

- [ROPES&GRAY](https://planprovider.pro/provider/ropes-and-gray-llp) — ERISA Attorney

- [KIRKLAND & ELLIS](https://planprovider.pro/provider/kirkland-and-ellis-llp) — ERISA Attorney

- [SIDLEY AUSTIN](https://planprovider.pro/provider/sidley-austin-llp) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lgt-capital-partners-usa-inc-853374188-001)

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