# Lsq Group Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/lsq-group-holdings-llc-401k-plan

> Lsq Group Holdings, LLC's 401(k) plan: 73 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lsq Group Holdings, LLC

- **Sponsor EIN:** 473457416

- **Sponsor Address:** 315 E ROBINSON ST SUITE 200, ORLANDO, FL, 32801

- **Plan Type:** 401(k)

- **Total Participants:** 73

- **Total Assets:** $14.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|73|$14.4M|$505,328|$1.1M|

| 2023|97|$13.5M|$731,749|$1.4M|

| 2022|130|$10.7M|$656,421|$1.3M|

## 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|

| ADVUS FINANCIAL PARTNERS LLC|INVESTMENT ADVISOR|$43,653|—|$43,653|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$8,252|—|$8,252|

| BKHM, PA|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BKHM, PA](https://planprovider.pro/provider/bkhm-pa) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $51,905

- **Estimated Expense Ratio:** 0.361% 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|$54,644|$45,392|—|—|—|

| 2023|$45,129|$38,360|—|—|—|

| 2022|$45,027|—|$45,027|—|—|

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