Lazard Freres & Co. Llc 401(k) Plan: Login, Facts & Contact Information

Lazard Freres & Co. Llc 401(k) Plan Facts

Plan name
LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
LAZARD FRERES & CO. LLC
Participants
3,044 (1,722 active employees)
Former employees with a balance
1,310
Plan assets
$832,021,907 at Dec 31, 2024
Average account balance
$287,997 across 2,889 accounts
Employer contributions
$12,765,711 in plan year 2024 (24% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1982
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 8, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $54.0 million went into the plan in contributions, $12.8 million of it from the employer (24%).
  • $62.8 million was paid out to participants.
  • Investment and other income added $116.9 million.
  • Administrative expenses were $413,604, about $143 per account.

How the Lazard Freres & Co. Llc 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20192,196$465.7 million$9.20 million$21.8 million
20202,283$556.1 million$9.72 million$26.5 million
20212,384$659.3 million$10.4 million$30.7 million
20222,539$593.7 million$12.2 million$24.4 million
20232,975$724.4 million$13.7 million$53.0 million
20243,044$832.0 million$12.8 million$62.8 million

Lazard Freres & Co. Llc 401(k) Contact Information

Phone
212-632-6000
Mailing address
30 ROCKEFELLER PLAZA, NEW YORK NY 10112
Plan sponsor
LAZARD FRERES & CO. LLC
Employer identification number (EIN)
13-5545100
Plan number
003

Questions about the Lazard Freres & Co. Llc 401(k)

Does Lazard Freres & Co. Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $12.8 million, 24% of all contributions.

Does the Lazard Freres & Co. Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Lazard Freres & Co. Llc 401(k) plan?

3,044 participants at the start of plan year 2024, 1,722 of them active employees, and 1,310 former employees who still had money in the plan.

What is the average 401(k) balance at Lazard Freres & Co. Llc?

About $287,997 per account: $832.0 million in plan assets across 2,889 accounts with a balance at the end of plan year 2024.

Who manages the Lazard Freres & Co. Llc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Lazard Freres & Co. Llc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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