# Lloyds Bank Corporate Markets PLC 401(k) Plan
Source: https://planprovider.pro/companies/lloyds-bank-corporate-markets-plc-401k-plan

> Lloyds Bank Corporate Markets PLC's 401(k) plan: 210 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lloyds Bank Corporate Markets PLC

- **Sponsor EIN:** 981390502

- **Sponsor Address:** 1095 AVENUE OF THE AMERICAS 34TH FL, NEW YORK, NY, 10036

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

- **Total Participants:** 210

- **Total Assets:** $130.2M

## 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|210|$130.2M|$3.9M|$3.4M|

| 2023|280|$127.1M|$3.8M|$3.6M|

| 2022|279|$111.0M|$3.8M|$3.1M|

## 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](https://planprovider.pro/provider/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|$7,124|—|—|—|—|

| 2023|$2,243|$2,243|—|—|—|

| 2022|$26,530|—|$25,514|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lloyds-bank-corporate-markets-plc-401k-plan)

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