Retirement plan

LDI ADVISERS 401(K) & PROFIT SHARING PLAN

Name: LDINTELLIGENCE ADVISERS, LLC - LDI ADVISERS 401(K) & PROFIT SHARING PLAN (2025) Form 5500
Creator: LDINTELLIGENCE ADVISERS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LDI ADVISERS 401(K) & PROFIT SHARING PLAN, LDINTELLIGENCE ADVISERS, LLC

LDINTELLIGENCE ADVISERS, LLCEIN 36-4862411Plan #001PY 2025

16430 NORTH SCOTTSDALE ROAD, SUITE 200 - SCOTTSDALE, AZ 85254480-998-2212

Prospect flagsLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$122K

No prior year

Total participants

No prior year

Average account balance

$20,282

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 12,996 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort12,996 peers

Snapshot2025

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

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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 codes2E2F2G2J3D

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.
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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$995

$166 / participant

Other / not subdivided$995100.0%

% of EOY assets

0.818%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$20,282

$227,291-91.1%

$214,702-90.6%

$155,188-86.9%

Participation rate

100.0%

88.0%+12.0pp

87.5%+12.5pp

80.8%+19.2pp

Annual return

0.00%

60.08%-60.1pp

54.55%-54.6pp

148.84%-148.8pp

Employer contribution / active EE

$132

$6,772-98.0%

$6,461-98.0%

$4,248-96.9%

Participant deferral / active EE

$20,163

$9,582+110.4%

$9,147+120.4%

$6,531+208.7%

Admin fee / account holder

$166

$20,413-99.2%

$19,830-99.2%

$14,480-98.9%

LDI ADVISERS 401(K) & PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LDI ADVISERS 401(K) & PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion