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Sponsor portfolio

LTI TECHNOLOGY SOLUTIONS, INC.

EIN 47-0722756-information technology and services-Latest filing 2025
Plans
3
Retirement
2
$28.2M assets
Welfare
1
$231K premiums
Participants
452
4139 SOUTH 143RD CIRCLE - OMAHA, NE 68137402-493-3445ltisolutions.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
3 filings
#001401k-$17.9M - 160 part#002ESOP-$10.3M - 165 part#502Mixed-$231K - 126 lives

Retirement portfolio analytics

2 plans aggregated / $28.2M assets / 325 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • PLAN & TRUST (#001)63%
  • EMPLOYEE STOCK OWNERSHIP (#002)37%
Total $28.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)165
  • PLAN & TRUST (#001)160
Total 325Click row to drill in

Benefits portfolio analytics

1 plan / $231K premiums / 126 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$231K
  • Vision$231K
  • Life$231K
  • Short-term disability$231K
  • Long-term disability$231K
  • Other$231K
Total $231K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $231K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $43K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LTI TECHNOLOGY SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$17.9M
Participants160
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LTI TECHNOLOGY SOLUTIONS EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$10.3M
Participants165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LTI TECHNOLOGY SOLUTIONS, INC. EMPLOYEE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$231K
Covered lives126
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LTI TECHNOLOGY SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST401k$17.9M1602024
002LTI TECHNOLOGY SOLUTIONS EMPLOYEE STOCK OWNERSHIP PLANESOP$10.3M1652024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502LTI TECHNOLOGY SOLUTIONS, INC. EMPLOYEE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$231K1262025
Retirement plans
Welfare plans
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