Plan Snapshot
- Plan Sponsor: Lmi 2.0, LLC
- Sponsor EIN: 852787548
- Sponsor Address: 8600 NW 41ST, DORAL, FL, 331666202
- Plan Type: 401(k)
- Total Participants: 126
- Total Assets: $8.4M
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 | 126 | $8.4M | $220,789 | $344,983 |
| 2023 | 124 | $7.4M | $231,509 | $356,897 |
| 2022 | 124 | $6.2M | $229,040 | $375,277 |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — 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 | $35,967 | — | $35,967 | — | — |
| 2023 | $31,267 | — | $31,267 | — | — |
| 2022 | $29,355 | — | $29,355 | — | — |