Plan Snapshot
- Plan Sponsor: Ll Global, INC.
- Sponsor EIN: 261339203
- Sponsor Address: 300 DAY HILL ROAD, WINDSOR, CT, 06095
- Plan Type: 401(k)
- Total Participants: 323
- Total Assets: $106.7M
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. |
|---|---|---|---|---|
| 2024 | 323 | $106.7M | $1.9M | $3.3M |
| 2023 | 326 | $96.6M | $1.6M | $3.2M |
| 2022 | 314 | $86.3M | $1.6M | $3.0M |
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 |
|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES LL | Recordkeeper | $72,300 | — | $72,300 |
| SAGEVIEW ADVISORY GROUP, LLC | Investment Advisor | $45,000 | — | $45,000 |
| VOYA RETIREMENT ADVISORS, LLC | Investment Advisor | $20,448 | — | $20,448 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP, LLC — Investment Advisor
- VOYA RETIREMENT ADVISORS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $137,748
- Estimated Expense Ratio: 0.129% 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 | $248,927 | $20,448 | $66,024 | — | — |
| 2023 | $225,651 | — | $131,363 | — | — |
| 2022 | $226,968 | — | — | — | — |