Lloyd Management, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Lloyd Management, INC.
  • Sponsor EIN: 411841311
  • Sponsor Address: 135 W. LIND STREET, MANKATO, MN, 56001
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 235
  • Total Assets: $3.6M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2025235$3.6M$0$0
2024196$2.9M$81,574$181,731
2023137$2.5M$81,041$169,325
2022145$2.0M$76,590$159,350

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