Plan Snapshot
- Plan Sponsor: Lord Abbett & Co LLC
- Sponsor EIN: 462001535
- Sponsor Address: 2323 GRAND BLVD. 5TH FLOOR, KANSAS CITY, MO, 64108
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $106.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $106.0M | $0 | $0 |
| 2023 | 0 | $104.4M | $0 | $0 |
| 2022 | 0 | $139.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| STATE STREET BANK AND TRUST COMPANY | Custodian / Trustee | $62,768 | — | $62,768 |
| DELOITTE & TOUCHE | Auditor | $36,000 | — | $36,000 |
| UBS | Other Service Provider | — | $21,232 | $21,232 |
| BANK OF AMERICA | Other Service Provider | — | $15,722 | $15,722 |
| MIZUHO SECURITIES USA INC | Other Service Provider | — | $13,567 | $13,567 |
| BNP PARIBAS | Other Service Provider | — | $13,446 | $13,446 |
| HSBC | Other Service Provider | — | $13,033 | $13,033 |
| JEFFERIES + COMPANY | Other Service Provider | — | $12,379 | $12,379 |
| JOH BERENBERG GOSSLER AND CO | Other Service Provider | — | $11,534 | $11,534 |
| BARCLAYS CAPITAL | Other Service Provider | — | $8,909 | $8,909 |
| MORGAN STANLEY & CO., INC. | Other Service Provider | — | $8,600 | $8,600 |
| PERSHING SECURITIES | Other Service Provider | — | $8,446 | $8,446 |
| GOLDMAN SACHS & CO. | Investment Advisor | — | $7,980 | $7,980 |
| RBC CAPITAL MARKETS | Other Service Provider | — | $7,044 | $7,044 |
| SOCIETE GENERALE | Other Service Provider | — | $6,860 | $6,860 |
| SMBC SECURITIES INC | Other Service Provider | — | $6,751 | $6,751 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE — Auditor
- GOLDMAN SACHS & CO. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $254,271
- Estimated Expense Ratio: 0.240% 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 | $108,715 | $33,961 | — | $48,237 | — |
| 2023 | $134,980 | $42,570 | — | $35,833 | — |
| 2022 | $139,812 | — | — | — | $47,500 |