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Original filing (PDF)20250905164150NAL0010703139001
LGT CAPITAL PARTNERS (USA), INC.
Form 5500
FILING_RECEIVED
SSP 2020-PRIVATE EQUITY, L.P.
Employee benefit plan
Signals · 1
10 service providers
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$960.9M
Net assets (EOY)
$942.4M
Plan health score (directional)
85
/ 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
65
Vendor stack
100
Participation health
90
Knocking points off
- 45 bps in Schedule C fees — 652% above peer band of 6 bps.
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LGT CAPITAL PARTNERS (USA), INC..
Plan sponsor
Name
LGT CAPITAL PARTNERS (USA), INC.
EIN
85-3374188
Address
1133 AVENUE OF THE AMERICAS · 30TH FLOOR · NEW YORK, NY · 10036
Phone
(212) 336-0650
Plan administrator
Name
LGT CAPITAL PARTNERS (USA), INC.
EIN
75-3151184
City
NEW YORK, NY
Phone
(212) 336-0650
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-05
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LGT CAPITAL PARTNERS (USA) INC. | — | NEW YORK, NY | NONE | $3.6M | — |
| EISNERAMPER LLP | — | NEW YORK, NY | NONE | $259K | — |
| LGT FUND MANAGERS (IRELAND) LTD. | — | — | NONE | $229K | — |
| PWC ZH | — | — | NONE | $139K | — |
| HM REVENUE | — | — | NONE | $33K | — |
| GOODWIN PROCTER | — | — | NONE | $22K | — |
| ROPES&GRAY | — | NEW YORK, NY | NONE | $12K | — |
| KIRKLAND & ELLIS | — | — | NONE | $11K | — |
| SIDLEY AUSTIN | — | NEW YORK, NY | NONE | $10K | — |
| MARMONT OY | — | — | NONE | $6K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.