# Ltd Management Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/ltd-management-company-llc-401k-plan

> Ltd Management Company, LLC's 401(k) plan: 458 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ltd Management Company, LLC

- **Sponsor EIN:** 870698993

- **Sponsor Address:** 2829 GUARDIAN LANE, SUITE 120, VIRGINIA BEACH, VA, 23452

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

- **Total Participants:** 458

- **Total Assets:** $5.8M

## 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|458|$5.8M|$158,954|$681,505|

| 2023|459|$4.8M|$140,206|$602,499|

| 2022|503|$4.1M|$125,042|$548,142|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$44,028|—|$44,028|

| THE ASCENT GROUP LLC|INVESTMENT ADVISOR|$24,916|—|$24,916|

| WELLS, COLEMAN & COMPANY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WELLS, COLEMAN & COMPANY, LLP](https://planprovider.pro/provider/wellscoleman) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $68,944

- **Estimated Expense Ratio:** 1.188% 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|$68,944|$24,916|—|—|—|

| 2023|$54,809|$21,130|$33,679|—|—|

| 2022|$67,206|$20,695|$24,368|—|$22,143|

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