Retirement plan

LOS ANGELES CAPITAL MANAGEMENT 401(K) PROFIT SHARING PLAN

Name: LOS ANGELES CAPITAL MANAGEMENT - LOS ANGELES CAPITAL MANAGEMENT 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: LOS ANGELES CAPITAL MANAGEMENT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LOS ANGELES CAPITAL MANAGEMENT 401(K) PROFIT SHARING PLAN, LOS ANGELES CAPITAL MANAGEMENT

LOS ANGELES CAPITAL MANAGEMENTEIN 02-0541198Plan #001PY 2024

11150 SANTA MONICA BLVD., SUITE 200 - LOS ANGELES, CA 90025310-479-9998lacapm.comLinkedIn51-200 employeesinvestment management

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$65.3M

+15.6% from 2023

Total participants

128

+1.6% from 2023

Average account balance

$513,849

+14.6% from 2023

Annual return

15.58%

-4.05 pp from 2023

Benchmarks

See 2,180 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants100-249

Cohort2,180 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$65.26M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$514K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

127

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

99.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.18M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$42K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.58%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: EISNERAMPER LLP
Auditor EIN: 871363769
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$513,849

$122,239+320.4%

$184,200+179.0%

$74,546+589.3%

Participation rate

99.0%

85.5%+13.5pp

86.8%+12.2pp

67.2%+31.8pp

Annual return

15.58%

19.95%-4.4pp

28.80%-13.2pp

1366.03%-1350.5pp

Employer contribution / active EE

$27,632

$4,537+509.0%

$6,424+330.1%

$2,624+952.9%

Participant deferral / active EE

$14,180

$7,139+98.6%

$9,132+55.3%

$4,347+226.2%

Admin fee / account holder

$1,260-100.0%

$13,907-100.0%

$1,944-100.0%

LOS ANGELES CAPITAL MANAGEMENT 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

LOS ANGELES CAPITAL MANAGEMENT 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion