# Lime Rock Management LP 401(k) Plan
Source: https://planprovider.pro/companies/lime-rock-management-lp-401k-plan

> Lime Rock Management LP's 401(k) plan: 218 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lime Rock Management LP

- **Sponsor EIN:** 134011237

- **Sponsor Address:** 274 RIVERSIDE AVENUE, WESTPORT, CT, 06880

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

- **Total Participants:** 218

- **Total Assets:** $75.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|218|$75.0M|$1.6M|$3.0M|

| 2023|215|$65.6M|$1.6M|$3.0M|

| 2022|233|$52.5M|$1.4M|$2.6M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$24,663|—|$24,663|

| REYNOLDS & ROWELLA, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [REYNOLDS & ROWELLA, LLP](https://planprovider.pro/provider/reynolds-and-rowella-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $24,663

- **Estimated Expense Ratio:** 0.033% 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|$24,953|$290|$300|—|—|

| 2023|$55,602|—|—|—|—|

| 2022|$55,201|—|—|—|—|

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