Plan Ledger DOL Form 5500 · updated monthly

L & R Industries, Inc.401(k)

L & R INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN · CABOOL, MO · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

L & R Industries, Inc. reported $33,862 in plan administrative expenses for 2024: 0.37% of average plan assets, below the peer median. Employer contributions averaged $5,770 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 0.52% to 0.37%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Missouri (845th of 1,393), and 8,803rd of 13,661 in manufacturing. In 2024, the employer put in $1.62 for every $1.00 employees contributed themselves; active participation has grown from 130 to 161 since 2022.

Plan summary
Net assets, end of year$9,948,983
Participants with balances180
Active participants161
Employer contributions$928,947
Employee contributions$572,007
Employer contribution per active participant$5,770
Average account balance$55,272
Benefits paid to participants$1,095,403
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.9M · 180 accts · $929K emplr
2023$8.5M · 170 accts · $872K emplr
2022$6.2M · 140 accts · $786K emplr
Administrative expenses, itemized · 2024
Investment management$33,862
Total administrative$33,862
The L & R Industries, Inc. 401(k) match · 2024
Employer contribution per active participant$5,770
Median for plans this size$1,313
2024$5,770 per active participant
2023$5,815 per active participant
2022$6,045 per active participant

L & R Industries, Inc.'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
NEWPORT GROUP, INC. · Recordkeeping · Trustee$7,894
RAYMOND JAMES FINANCIAL SERVICES · Investment advisory (participants) · Investment advisory (plan)$9,000

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$33,862 · 0.37%
2023$33,263 · 0.45%
2022$32,081 · 0.52%
Same employer
Similar plansManufacturing · Missouri
Anova Furnishings, Inc. MO$10.3M · 0.57%
Ck Supply, Inc. MO$10.3M · 0.01%
Stainless Fabrication, Inc. MO$10.2M · 0.56%
John Volpi & Company, Inc. MO$10.2M · 0.48%
Shapiro Sales Company MO$9.7M · 0.50%
Curtis-Toledo, Inc. MO$9.5M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431453032 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.