Plan Snapshot
- Plan Sponsor: Lord Abbett & Co LLC
- Sponsor EIN: 874131667
- Sponsor Address: 2323 GRAND BLVD. 5TH FLOOR, KANSAS CITY, MO, 64108
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $126.4M
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 | $126.4M | $0 | $0 |
| 2023 | 0 | $116.3M | $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 | $53,988 | — | $53,988 |
| DELOITTE & TOUCHE | Auditor | $25,000 | — | $25,000 |
| JEFFERIES + COMPANY | Other Service Provider | — | $20,992 | $20,992 |
| BANK OF AMERICA | Other Service Provider | — | $14,657 | $14,657 |
| LIQUIDNETEUROPE LIMITED | Other Service Provider | — | $13,603 | $13,603 |
| J.P. MORGAN SECURITIES PLC | Other Service Provider | — | $11,036 | $11,036 |
| MORGAN STANLEY & CO., INC. | Other Service Provider | — | $10,181 | $10,181 |
| GOLDMAN SACHS & CO. | Investment Advisor | — | $9,701 | $9,701 |
| COWEN AND COMPANY, LLC | Other Service Provider | — | $8,579 | $8,579 |
| UBS | Other Service Provider | — | $7,662 | $7,662 |
| EVERCORE ISI | Other Service Provider | — | $6,396 | $6,396 |
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: $181,795
- Estimated Expense Ratio: 0.144% 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 | $105,524 | $42,071 | — | $25,000 | — |
| 2023 | $89,199 | $67,755 | — | $25,917 | — |