Plan Snapshot
- Plan Sponsor: Lpmg Holdings, LLC
- Sponsor EIN: 824262073
- Sponsor Address: 7887 E BELLEVIEW AVE, ENGLEWOOD, CO, 80111
- Plan Type: 401(k)
- Total Participants: 750
- Total Assets: $1.0M
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 | 750 | $1.0M | $0 | $410,013 |
| 2023 | 124 | $746,259 | $0 | $382,430 |
| 2022 | 609 | $288,364 | $0 | $224,414 |
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 |
|---|---|---|---|---|
| ALEXANDER & WILLIAMS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALEXANDER & WILLIAMS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $4,621 | $51 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $1,369 | — | — | — | — |