Jim Lupient Company401(k)
JIM LUPIENT COMPANIES EMPLOYEES SAVINGS PLAN · GOLDEN VALLEY, MN · plan year 2023
Jim Lupient Company reported $57,730 in plan administrative expenses for 2023: 0.36% of average plan assets, above the peer median. 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 7 years on file its reported administrative ratio fell from 0.39% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Minnesota (985th of 1,918), and the 1,681st of 5,215 in retail trade. active participation has shrunk from 359 to 260 since 2017.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 410960016 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.