Plan Snapshot
- Plan Sponsor: Littlejohn & Co., LLC
- Sponsor EIN: 263847943
- Sponsor Address: 8 SOUND SHORE DRIVE - SUITE 303, GREENWICH, CT, 06830
- Plan Type: 401(k)
- Total Participants: 86
- Total Assets: $55.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 86 | $55.7M | $1.9M | $1.6M |
| 2023 | 125 | $46.4M | $1.6M | $1.5M |
| 2022 | 106 | $37.1M | $1.5M | $1.2M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, LLP — Auditor
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 | $17,311 | — | $17,311 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |