Original filing (PDF)20241120131408NAL0002459923001

LTD FINANCIAL SERVICES, LP

Name: LTD FINANCIAL SERVICES, LP — LTD FINANCIAL SERVICES 401(K) PLAN, Form 5500 (2023)
Creator: LTD FINANCIAL SERVICES, LP

Form 5500-SF

FILING_RECEIVED

LTD FINANCIAL SERVICES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LTD FINANCIAL SERVICES, LP.

Plan sponsor

Name

LTD FINANCIAL SERVICES, LP

EIN

76-0416819

Address

7924 BROADWAY ST STE 104 · PEARLAND, TX · 775817933

Phone

—

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-10-31

Filed

2024-11-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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