Lmi 401(K) Plan — Form 5500 plan (Lmi Consulting LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lmi 401(K) Plan is a benefit plan reported by Lmi Consulting LLC under EIN 84-4249629 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,120 participants and $373,459,268 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lmi Consulting LLC
EIN
84-4249629
Plan number
002
Plan type
2
Location
Tysons, VA
Latest filing year
2023
Participants
3,120
End-of-year plan assets
$373,459,268

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,120H, C20240709142321NAL0007952867001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$373,459,268
Total liabilities (EOY)
$0
Net assets (EOY)
$373,459,268
Net assets (BOY)
$294,340,099

Income & contributions

Employer contributions
$15,589,045
Participant contributions
$25,852,392
Total contributions
$48,315,058
Total income / additions
$103,482,708

Expenses & distributions

Benefits paid
$24,069,985
Administrative expenses
$269,354
Total expenses
$24,363,539
Net increase / (decrease)
$79,119,169

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inv Inst Ops CoRECORDKEEPER$173,378$02023
Mercer Investments LLCINVESTMENT ADVISOR$70,000not reported in the loaded dataset2023
Strategic Advisors, Inc.INVESTMENT ADVISOR$27,997not reported in the loaded dataset2023

Related Form 5500 pages