# Lloyds Bank PLC DB Plan
Source: https://planprovider.pro/companies/lloyds-bank-plc-plan-001

> Lloyds Bank PLC's DB plan: 43 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 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|

| CLIFTONLARSONALLENLLP|Auditor|$79,700|—|$79,700|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLENLLP](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:** $79,700

- **Estimated Expense Ratio:** 0.065% 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|

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