Plan Snapshot
- Plan Sponsor: Lrg Management, LLC
- Sponsor EIN: 953706215
- Sponsor Address: 707 WILSHIRE BLVD., STE 4700, LOS ANGELES, CA, 90017
- Plan Type: 401(k)
- Total Participants: 293
- Total Assets: $4.6M
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 | 293 | $4.6M | $52,747 | $629,328 |
| 2023 | 317 | $4.1M | $51,129 | $582,597 |
| 2022 | 310 | $3.3M | $38,892 | $453,323 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — 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 | $38,547 | $17,524 | — | — | — |
| 2023 | $54,738 | $35,000 | — | — | — |
| 2022 | $35,594 | — | — | — | — |