# The Lightstone Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-lightstone-group-llc-401k-plan

> The Lightstone Group, LLC's 401(k) plan: 564 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Lightstone Group, LLC

- **Sponsor EIN:** 020641131

- **Sponsor Address:** 299 PARK AVENUE, NEW YORK, NY, 10171

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

- **Total Participants:** 564

- **Total Assets:** $40.4M

## 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|564|$40.4M|$1.5M|$3.7M|

| 2023|530|$32.9M|$1.5M|$3.5M|

| 2022|521|$25.1M|$1.3M|$3.0M|

## 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|

| REGENT ATLANTIC CAPITAL LLC|ADVISOR|$86,634|—|$86,634|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$71,672|—|$71,672|

| WITHUMSMITH BROWN|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [WITHUMSMITH BROWN](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $158,306

- **Estimated Expense Ratio:** 0.392% 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|$158,306|$86,634|—|—|—|

| 2023|$150,383|$67,580|—|$25,709|—|

| 2022|$139,569|—|—|—|—|

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