Plan Ledger DOL Form 5500 · updated monthly

Indiana Limestone Acquisition, LLC dba Indiana Limestone Company401(k)

INDIANA LIMESTONE ACQUISITION, LLC DBA INDIANA LIMESTONE COMPANY 401(K) PLAN · BLOOMINGTON, IN · plan year 2024

Reported admin expense ratio · 2024
1.14%

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

Indiana Limestone Acquisition, LLC dba Indiana Limestone Company reported $104,374 in plan administrative expenses for 2024: 1.14% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,498 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 fell from 1.23% to 1.14%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is among the smaller plans on file in Indiana (898th of 1,562), and 420th of 612 in mining, oil & gas extraction. In 2024, employees put in $1.61 for every $1.00 the employer contributed; active participation has shrunk from 258 to 198 since 2022.

Plan summary
Net assets, end of year$9,815,405
Participants with balances265
Active participants198
Employer contributions$494,649
Employee contributions$795,847
Employer contribution per active participant$2,498
Average account balance$37,039
Benefits paid to participants$929,314
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$9.8M · 265 accts · $495K emplr
2023$8.4M · 307 accts · $595K emplr
2022$6.8M · 289 accts · $568K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,823
Investment management$46,551
Total administrative$104,374
The Indiana Limestone Acquisition, LLC dba Indiana Limestone Company 401(k) match · 2024
Employer contribution per active participant$2,498
Median for plans this size$1,313
2024$2,498 per active participant
2023$2,398 per active participant
2022$2,202 per active participant

Indiana Limestone Acquisition, LLC dba Indiana Limestone Company's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$57,834
REGIONS BANK · Investment advisory (plan)$46,551

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$104,374 · 1.14%
2023$84,024 · 1.10%
2022$86,754 · 1.23%
Similar plansMining, Oil & Gas Extraction · Indiana
Calumet Gp, LLC IN$307.0M · 0.03%
Sunrise Coal, LLC IN$52.3M · 0.13%
Ameriqual Group, LLC IN$51.0M · 0.02%
Turner Mining Group, LLC IN$4.6M · 0.28%
Pioneer Oil Co Inc IN$2.6M · 0.43%
Turner Contracting, Inc. IN$1.6M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371754014 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.