Plan Snapshot
- Plan Sponsor: Lingo Management, LLC
- Sponsor EIN: 825129911
- Sponsor Address: 3475 PIEDMONT ROAD NE SUITE 1260, ATLANTA, GA, 30305
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 178 | $15.7M | $203,909 | $1.2M |
| 2023 | 253 | $15.3M | $291,189 | $1.6M |
| 2022 | 331 | $13.2M | $231,378 | $940,930 |
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 |
|---|---|---|---|---|
| MCNAIR, MCLEMORE MIDDLEBROOKS & | 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 |
|---|---|---|---|---|---|
| 2025 | $96,130 | $9,357 | — | — | — |
| 2024 | $72,008 | $28,068 | — | — | — |
| 2023 | $62,588 | $23,928 | — | — | — |
| 2022 | $72,260 | $56,105 | $16,155 | — | — |