LMLC Operations 401(k) match, vesting and fees
What LMLC Operations' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Rudd & Company, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 136 defined-contribution plans in real estate and rental and leasing with 1,000 to 4,999 participants.
| LMLC Operations: employer contribution per participant | $1,725 | |
| Peer median | $1,502 |
| LMLC Operations: average balance | $30,859 | |
| Peer median | $49,651 |
| LMLC Operations: admin expenses ÷ assets | 0.61% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $47.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,860 | $47.5M | $2.7M | $1,725 | 0.61% | Not published | Form 5500 ↗ |
Common questions
Does LMLC Operations match 401(k) contributions?
The match terms for the Lmlc Operations LLC Retirement Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $2.7M in employer contributions, about $1,725 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the LMLC Operations 401(k) match vested?
The vesting schedule for the Lmlc Operations LLC Retirement Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the LMLC Operations 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Lmlc Operations LLC.
I left LMLC Operations. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lmlc Operations LLC, (406) 548-3604) or the recordkeeper, Fidelity Investments Institutional. The LMLC Operations old 401(k) page lists the contacts from every plan filing. Find an old LMLC Operations 401(k)
Data from the public Form 5500 annual reports LMLC Operations filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with LMLC Operations. Not financial advice. Report a correction · Methodology