Plan Snapshot
- Plan Sponsor: Life And Specialty Ventures LLC
- Sponsor EIN: 800233147
- Sponsor Address: 17500 CHENAL PARKWAY, SUITE 500, LITTLE ROCK, AR, 72223
- Plan Type: 401(k)
- Total Participants: 657
- Total Assets: $138.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 657 | $138.2M | $3.8M | $5.8M |
| 2023 | 620 | $117.5M | $3.5M | $5.3M |
| 2022 | 604 | $96.2M | $3.3M | $4.8M |
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 |
|---|---|---|---|---|
| RASCO WINTER THOMAS GROUP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $76,553 | $3,988 | — | — | — |
| 2023 | $69,163 | $857 | — | $15,500 | — |
| 2022 | $55,226 | — | — | — | — |