# Longwood Management Corporation 401(k) Plan
Source: https://planprovider.pro/companies/longwood-management-corporation-401k-plan

> Longwood Management Corporation's 401(k) plan: 7,155 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Longwood Management Corporation

- **Sponsor EIN:** 953016679

- **Sponsor Address:** 4032 WILSHIRE BLVD. SUITE 600, LOS ANGELES, CA, 90010

- **Plan Type:** 401(k)

- **Total Participants:** 7,155

- **Total Assets:** $96.8M

## 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|7,155|$96.8M|$1.7M|$8.9M|

| 2023|5,992|$87.8M|$1.5M|$8.4M|

| 2022|5,665|$74.9M|$1.8M|$8.8M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$203,600|—|$203,600|

| FIDUCIARY EXPERTS LLC|ADVISOR|$65,000|—|$65,000|

| HANSEN HUNTER & CO. P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $268,600

- **Estimated Expense Ratio:** 0.278% 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|$268,600|$65,000|—|—|—|

| 2023|$247,876|$65,000|$182,876|—|—|

| 2022|$269,442|$65,000|$204,442|—|—|

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