# Us Lbm, LLC 401(k) Plan
Source: https://planprovider.pro/companies/us-lbm-llc-401k-plan

> Us Lbm, LLC's 401(k) plan: 13,254 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Us Lbm, LLC

- **Sponsor EIN:** 883219071

- **Sponsor Address:** 2077 CONVENTION CENTER CONCOURSE, ATLANTA, GA, 30337

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

- **Total Participants:** 13,254

- **Total Assets:** $620.4M

## 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|13,254|$620.4M|$14.5M|$51.9M|

| 2023|12,856|$544.5M|$14.1M|$48.7M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS,|RECORDKEEPER|$978,182|—|$978,182|

| RETIREMENT MANAGEMENT SERVICES, LLC|RECORDKEEPER|$73,920|—|$73,920|

| CAPTRUST FINANCIAL ADVISORS|INVESTMENT ADVISORY-PLAN|$73,875|—|$73,875|

| KATZ SAPPER & MILLER|AUDIT|$59,652|—|$59,652|

| ENVESTNET RETIREMENT SOLUTIONS|INVESTMENT ADVISORY-PLAN|$26,014|—|$26,014|

| MML INVESTORS SERVICES, LLC|BROKER|—|$17,067|$17,067|

| KATZ, SAPPER & MILLER, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS,](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [MML INVESTORS SERVICES, LLC](https://planprovider.pro/provider/mml-investors-services-llc) — BROKER

- [KATZ, SAPPER & MILLER, LLP](https://planprovider.pro/provider/katz-sapper-and-miller-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,228,710

- **Estimated Expense Ratio:** 0.198% 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|$1,078,081|—|—|—|—|

| 2023|$1,139,875|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/us-lbm-llc-401k-plan)

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