Lta Research and Exploration 401(k) match, vesting and fees
What Lta Research and Exploration's 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 | Wespac Plan Services, LLC | Schedule C ↗ |
| Independent auditor | Johnston, Gremaux & Rossi, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Lta Research and Exploration: employer contribution per participant | $6,789 | |
| Peer median | $2,521 |
| Lta Research and Exploration: average balance | $82,139 | |
| Peer median | $75,833 |
| Lta Research and Exploration: admin expenses ÷ assets | 0.13% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $11.4M at the end of plan year 2023 to $17M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 322 | $17M | $1.4M | $6,789 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 286 | $11.4M | $1.3M | $7,371 | 0.18% | Not published | Form 5500 ↗ |
Common questions
Does Lta Research and Exploration match 401(k) contributions?
The match terms for the Lta Research 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.4M in employer contributions, about $6,789 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lta Research and Exploration 401(k) match vested?
The vesting schedule for the Lta Research 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lta Research and Exploration 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Wespac Plan Services, LLC. The plan administrator is Lta Research and Exploration LLC.
I left Lta Research and Exploration. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lta Research and Exploration LLC, (408) 431-9121) or the recordkeeper, Wespac Plan Services, LLC. The Lta Research and Exploration old 401(k) page lists the contacts from every plan filing. Find an old Lta Research and Exploration 401(k)
Data from the public Form 5500 annual reports Lta Research and Exploration filed with the U.S. Department of Labor (plan years 2023 and 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 Lta Research and Exploration. Not financial advice. Report a correction · Methodology