Plan Snapshot
- Plan Sponsor: Lmi Consulting LLC
- Sponsor EIN: 844249629
- Sponsor Address: 7940 JONES BRANCH DRIVE, TYSONS, VA, 22102
- Plan Type: 401(k)
- Total Participants: 2,655
- Total Assets: $448.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 2,655 | $448.7M | $17.9M | $28.5M |
| 2023 | 2,464 | $373.5M | $15.6M | $25.9M |
| 2022 | 2,306 | $294.3M | $13.3M | $21.8M |
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 |
|---|---|---|---|---|
| FID INV INST OPS CO | Recordkeeper | $160,809 | — | $160,809 |
| MERCER INVESTMENTS LLC | Investment Advisor | $70,000 | — | $70,000 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $55,081 | — | $55,081 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INST OPS CO — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $285,890
- Estimated Expense Ratio: 0.064% 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 | $320,057 | $125,081 | $300 | — | — |
| 2023 | $269,354 | $27,997 | — | — | — |
| 2022 | $263,600 | $81,107 | — | — | — |