LCM Investments Holdings II, LLC 401(k) Plan
Active. The plan filed its annual report for the 2024 plan year.
- Plan number
- 001Employer EIN 20-4587299
- Participants (2024)
- 8,095
- Net assets (2024)
- $119 million
- Recordkeeper
- EmpowerEarlier: Florida Retirement Consultants (2019–2022), Transamerica (2013–2018), Hartford Life Insurance (2011–2012), Hartford Life Ins. (2010)
- Plan administrator
- LCM Investments Holdings II, LLC
3031 N Rocky Point DR W, Ste 770
Tampa, FL 33607
(813) 434-1992As filed for 2024 - In effect since
- January 1, 2006
Earlier sponsors: MK Automotive, LLC (2009–2012); LCM Investments II, LLLP (2013–2015).
Earlier plan names: MK Automotive Management, LLC 401(k) Plan; MK Automotive Management LLC Plan; LCM Investments II, LLLP 401(k) Plan.
Year by year, 2009 to 2024
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 8,095 | $119 million | Empower |
| 2023 | 6,923 | $94.7 million | Empower |
| 2022 | 5,850 | $70.2 million | Florida Retirement Consultants |
| 2021 | 4,560 | $59.2 million | Florida Retirement Consultants |
| 2020 | 5,092 | $40.7 million | Florida Retirement Consultants |
| 2019 | 4,079 | $31.7 million | Florida Retirement Consultants |
| 2018 | 2,968 | $22.2 million | Transamerica |
| 2017 | 3,135 | $19.6 million | Transamerica |
| 2016 | 1,835 | $13.2 million | Transamerica |
| 2015 | 1,180 | $10.1 million | Transamerica |
| 2014 | 1,005 | $8.8 million | Transamerica |
| 2013 | 930 | $7.0 million | Transamerica |
| 2012 | 807 | $5.1 million | Hartford Life Insurance |
| 2011 | 658 | $4.6 million | Hartford Life Insurance |
| 2010 | 502 | $3.7 million | Hartford Life Ins. |
| 2009 | 536 | $3.5 million | not listed |