# Lord Abbett & Co LLC 401(k) Plan
Source: https://planprovider.pro/companies/lord-abbett-co-llc-874131667-001

> 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:** 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](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:** $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|—|

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