# Lord Abbett & Co LLC 401(k) Plan
Source: https://planprovider.pro/companies/lord-abbett-co-llc-462001535-001

> Lord Abbett & Co LLC's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/deloitte-and-touche-llp) — Auditor

- [GOLDMAN SACHS & CO.](https://planprovider.pro/provider/goldman-sachs) — 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|

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