# Litigation Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/litigation-management-inc-401k-plan

> Litigation Management, INC.'s 401(k) plan: 328 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Litigation Management, INC.

- **Sponsor EIN:** 341433351

- **Sponsor Address:** 7976 MAYFIELD ROAD, SUITE 150, CHESTERLAND, OH, 44026

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

- **Total Participants:** 328

- **Total Assets:** $5.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|328|$5.2M|$40,548|$338,964|

| 2023|326|$5.1M|$40,034|$332,909|

| 2022|354|$4.8M|$56,306|$563,332|

## 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|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISOR|$21,648|—|$21,648|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$18,603|—|$18,603|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$5,527|—|$5,527|

| PW PARTNERS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PW PARTNERS](https://planprovider.pro/provider/pw-partners-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $45,778

- **Estimated Expense Ratio:** 0.879% 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|$45,778|$27,175|—|—|—|

| 2023|$40,987|$24,549|—|—|—|

| 2022|$41,516|$24,613|$16,903|—|—|

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