Plan Ledger DOL Form 5500 · updated monthly

Lisi Holding North America, Inc.401(k)

LISI COMPANIES 401(K) PLAN · TORRANCE, CA · plan year 2024

Reported admin expense ratio · 2024
0.26%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Lisi Holding North America, Inc. reported $349,262 in plan administrative expenses for 2024: 0.26% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,035 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.12% to 0.26%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 737th-largest of 9,483 plans among California employers on file, and the 1,470th of 13,661 in manufacturing. In 2024, employees put in $2.15 for every $1.00 the employer contributed; active participation has grown from 1,426 to 1,870 since 2022.

Plan summary
Net assets, end of year$142,784,452
Participants with balances2,203
Active participants1,870
Employer contributions$3,805,579
Employee contributions$8,192,559
Employer contribution per active participant$2,035
Average account balance$64,814
Benefits paid to participants$16,598,850
Plan auditUnmodified (clean) audit opinion
AuditorSERVATIUS, O'BRIEN & FONG, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$142.8M · 2,203 accts · $3.8M emplr
2023$129.7M · 2,043 accts · $3.7M emplr
2022$112.5M · 1,928 accts · $3.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$203,120
Investment management$131,142
Total administrative$349,262
The Lisi Holding North America, Inc. 401(k) match · 2024
Employer contribution per active participant$2,035
Median for plans this size$3,635
2024$2,035 per active participant
2023$2,244 per active participant
2022$2,236 per active participant

Lisi Holding North America, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
CREATIVE PLANNING LLC · Investment advisory (plan)$131,142
SERVATIUS O'BRIEN & FONG LLP$15,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$349,262 · 0.26%
2023$189,357 · 0.16%
2022$147,109 · 0.12%
Similar plansManufacturing · California
Power Integrations, Inc. CA$146.0M · 0.06%
Delicato Vineyards, LLC CA$145.8M · 0.23%
Bloom Energy Corporation CA$144.4M · 0.14%
Kia America, Inc. CA$141.6M · 0.25%
Super Store Industries CA$141.1M · 0.08%
Semtech Corporation CA$139.5M · 0.05%
Ushio America, Inc. CA$137.9M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952891381 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.