# The Lockwood Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-lockwood-group-llc-208025205-501

> The Lockwood Group, LLC's 401(k) plan: 378 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 208025205

- **Sponsor Address:** 1055 WASHINGTON BOULEVARD, STAMFORD, CT, 06901

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

- **Plan Number:** 501

- **Total Participants:** 378

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|378|$0|$0|$0|

| 2024|349|$0|$0|$0|

| 2023|386|$0|$0|$0|

| 2022|364|$0|$0|$0|

## 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|

| AETNA LIFE INSURANCE COMPANY|Other Service Provider|$306,559|—|$306,559|

| MICHAEL JOHNSON|Other Service Provider|—|$162,103|$162,103|

| NAVIA BENEFITS SOLUTIONS, INC.|Other Service Provider|$7,528|—|$7,528|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $476,190

### 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|

| 2025|—|—|—|—|—|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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