Plan Snapshot
- Plan Sponsor: Lloyd'S Register Americas, INC.
- Sponsor EIN: 760647352
- Sponsor Address: 820 GESSNER RD, HOUSTON, TX, 77024
- Plan Type: DB
- Total Participants: 16
- Total Assets: $35.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 16 | $35.1M | $0 | $0 |
| 2023 | 23 | $37.4M | $0 | $0 |
| 2022 | 23 | $36.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| LINSCOMB & WILLIAMS | INV. ADVISORY | $82,132 | — | $82,132 |
| FID INST ASSET MANAGEMENT CO | INV. ADVISORY | $79,067 | — | $79,067 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $161,199
- Estimated Expense Ratio: 0.460% 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 | $309,605 | $161,199 | — | — | — |
| 2023 | $363,616 | $99,954 | — | — | — |
| 2022 | $371,127 | — | $274,268 | — | — |