Plan Snapshot
- Plan Sponsor: Lmps Administrative Services, LLC
- Sponsor EIN: 261337383
- Sponsor Address: 41 BROAD STREET, NEW YORK, NY, 10004
- Plan Type: 401(k)
- Total Participants: 178
- Total Assets: $12.2M
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 | 178 | $12.2M | $0 | $991,766 |
| 2023 | 177 | $10.4M | $0 | $742,150 |
| 2022 | 212 | $8.5M | $0 | $722,721 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $58,597 | — | $58,597 |
| CREATIVE PLANNING, INC. | INVESTMENT ADVISORY | — | $15,000 | $15,000 |
| ALMICH AND ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING, INC. — INVESTMENT ADVISORY
- ALMICH AND ASSOCIATES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,597
- Estimated Expense Ratio: 0.602% 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 | $58,597 | — | $58,597 | — | — |
| 2023 | $48,109 | — | $48,109 | — | — |
| 2022 | $46,085 | — | $46,085 | — | — |