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Original filing (PDF)20251003082009NAL0000721155001
LL GLOBAL, INC.
Form 5500
FILING_RECEIVED
LL GLOBAL, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
52% in single holding
Active participants
323
Accounts w/ balance
450
Plan assets (EOY)
$106.7M
Net assets (EOY)
$106.7M
How this plan invests
This plan
4 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "GOLDMAN SACHS STABLE VALUE COLLECTIVE TRUST" is 52% of plan.
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LL GLOBAL, INC..
Plan sponsor
Name
LL GLOBAL, INC.
EIN
26-1339203
Address
300 DAY HILL ROAD · WINDSOR, CT · 06095
Phone
(860) 688-3358
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
CROWE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES LL | 04-3516284 | — | RECORDKEEPER | $72K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | CONSULTANT | $45K | — |
| VOYA RETIREMENT ADVISORS, LLC | 22-1862786 | — | ADVISOR | $20K | — |
Investments
4 pooled funds· $17.9M(17% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS STABLE VALUE COLLECTI GOLDMAN SACHS · EIN 13-4166989 / PN 025 | Common Collective Trust | — | $10.2M | $9.3M | 8.7% | |
| MFS GROWTH FUND CIT WILMINGTON TRUST · EIN 38-4126293 / PN 384 | Common Collective Trust | — | — | $8.6M | 8.0% | |
| CLEARBRIDGE SMALL CAP GROWTH CIT WILMINGTON TRUST · EIN 38-4065366 / PN 434 | Common Collective Trust | — | — | $0 | <0.1% | |
| GOLDMAN SACHS STABLE VALUE COLLECTI GOLDMAN SACHS · EIN 13-4166989 / PN 134 | Common Collective Trust | — | — | $0 | <0.1% |