Plan Snapshot
- Plan Sponsor: Lm Services Corporation
- Sponsor EIN: 431724712
- Sponsor Address: 111 WESTPORT PLAZA, SUITE 500, ST. LOUIS, MO, 631463011
- Plan Type: 401(k)
- Total Participants: 2,882
- Total Assets: $9.3M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,882 | $9.3M | $0 | $842,715 |
| 2023 | 1,108 | $8.5M | $0 | $735,840 |
| 2022 | 961 | $7.4M | $0 | $681,545 |
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 LLC | Auditor | — | — | $0 |
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 | $51,003 | — | $51,003 | — | — |
| 2023 | $41,665 | — | $41,665 | — | — |
| 2022 | $67,532 | — | $67,532 | — | — |