Plan Snapshot
- Plan Sponsor: Lnr Property LLC
- Sponsor EIN: 800636828
- Sponsor Address: 2340 COLLINS AVENUE, MIAMI BEACH, FL, 33139
- Plan Type: 401(k)
- Total Participants: 308
- Total Assets: $116.6M
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 | 308 | $116.6M | $1.2M | $4.2M |
| 2023 | 288 | $98.9M | $1.1M | $3.9M |
| 2022 | 299 | $79.3M | $1.2M | $3.8M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $42,167 | — | $42,167 |
| CAPITAL ADVISORS INC | NONE | $9,722 | — | $9,722 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,889
- Estimated Expense Ratio: 0.044% 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 | $51,889 | $9,722 | — | — | — |
| 2023 | $51,125 | $7,906 | — | — | — |
| 2022 | $65,771 | $2,085 | — | — | — |