Plan Snapshot
- Plan Sponsor: Lloyds Bank PLC
- Sponsor EIN: 133321516
- Sponsor Address: 1095 AVENUE OF THE AMERICAS, NEW YORK, NY, 10036
- Plan Type: DB
- Total Participants: 43
- Total Assets: $122.7M
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 | 43 | $122.7M | $278,512 | $0 |
| 2023 | 50 | $130.6M | $0 | $0 |
| 2022 | 57 | $127.0M | $323,008 | $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 |
|---|---|---|---|---|
| MERCER(US),INC. | Actuary | $283,767 | — | $283,767 |
| MERCER INVESTMENTS LLC | Other Service Provider | $232,679 | — | $232,679 |
| DELOITTE & TOUCHE LLP | Auditor | $79,700 | — | $79,700 |
| CHARTWELL INVEST PARTNERS LC | Investment Advisor | $53,309 | — | $53,309 |
| THE BANK OF NEW YORK MELLON | Custodian / Trustee | $53,000 | — | $53,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $702,455
- Estimated Expense Ratio: 0.573% 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 | $777,626 | $285,988 | — | $79,700 | — |
| 2023 | $1,123,781 | $314,320 | — | $83,423 | — |
| 2022 | $990,915 | — | — | — | $990,915 |