Lgt Capital Partners (usa) Inc. 401(k) Plan: Login, Facts & Contact Information

Lgt Capital Partners (usa) Inc. 401(k) Plan Facts

Plan name
LGT CAPITAL PARTNERS (USA) INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
LGT CAPITAL PARTNERS (USA) INC.
Participants
92 (78 active employees)
Former employees with a balance
18
Plan assets
$27,078,884 at Dec 31, 2024
Average account balance
$288,073 across 94 accounts
Employer contributions
$1,096,287 in plan year 2024 (41% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2004
✓ 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 Aug 27, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.68 million went into the plan in contributions, $1.10 million of it from the employer (41%).
  • $1.01 million was paid out to participants.
  • Investment and other income added $4.63 million.

How the Lgt Capital Partners (usa) Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
201954$9.77 million$479,567$1.31 million
202061$13.2 million$588,807$184,411
202163$17.3 million$741,545$497,538
202271$15.4 million$715,143$58,210
202380$20.8 million$919,713$956,562
202492$27.1 million$1.10 million$1.01 million

Lgt Capital Partners (usa) Inc. 401(k) Contact Information

Phone
212-336-0650
Mailing address
1133 AVENUE OF THE AMERICAS 30TH FLOOR, NEW YORK NY 10036
Plan sponsor
LGT CAPITAL PARTNERS (USA) INC.
Plan administrator
FIDELITY WORKPLACE SERVICES LLC
Employer identification number (EIN)
75-3151184
Plan number
001

Questions about the Lgt Capital Partners (usa) Inc. 401(k)

Does Lgt Capital Partners (usa) Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.10 million, 41% of all contributions.

Does the Lgt Capital Partners (usa) Inc 401(k) have automatic enrollment?

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

How many people are in the Lgt Capital Partners (usa) Inc 401(k) plan?

92 participants at the start of plan year 2024, 78 of them active employees, and 18 former employees who still had money in the plan.

What is the average 401(k) balance at Lgt Capital Partners (usa) Inc?

About $288,073 per account: $27.1 million in plan assets across 94 accounts with a balance at the end of plan year 2024.

Who manages the Lgt Capital Partners (usa) Inc 401(k) accounts?

LGT FUND MANAGERS (IRELAND) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Lgt Capital Partners (usa) Inc. How do I access my 401(k)?

Your account stays with LGT FUND MANAGERS (IRELAND) 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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