# Lgt Capital Partners (Usa), INC. 401(k) Plan
Source: https://planprovider.pro/companies/lgt-capital-partners-usa-inc-981563166-001

> 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:** 981563166

- **Sponsor Address:** 1133 AVENUE OF THE AMERICAS, NEW YORK, NY, 10036

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $754.2M

## 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|$754.2M|$0|$0|

| 2023|0|$724.5M|$0|$0|

| 2022|0|$867.7M|$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|$2,071,273|—|$2,071,273|

| NAV CONSULTING, INC.|Other Service Provider|$324,751|—|$324,751|

| BNP|Other Service Provider|$66,872|—|$66,872|

| PRICEWATERHOUSECOOPERS AG|Other Service Provider|$22,380|—|$22,380|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $2,485,276

- **Estimated Expense Ratio:** 0.330% 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|$3,124,859|$2,104,839|$324,751|$22,380|—|

| 2023|$3,956,909|$2,181,415|—|$3,960|—|

| 2022|$6,699,191|$3,667,681|—|—|$2,252,208|

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