Plan Ledger DOL Form 5500 · updated monthly

L. H. Lacy Company, LTD.401(k)

L. H. LACY COMPANY, LTD. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN · DALLAS, TX · plan year 2022

Reported admin expense ratio · 2022
0.54%

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

L. H. Lacy Company, LTD. reported $29,964 in plan administrative expenses for 2022: 0.54% of average plan assets, above the peer median. Employer contributions averaged $1,381 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Texas (4,013th of 5,688), and 3,957th of 5,337 in construction. In 2022, employees put in $1.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,149,158
Participants with balances76
Active participants162
Employer contributions$223,801
Employee contributions$440,513
Employer contribution per active participant$1,381
Average account balance$67,752
Benefits paid to participants$447,423
Plan auditUnmodified (clean) audit opinion
AuditorCLIFTON LARSON ALLEN LP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$9,024
Investment management$20,940
Total administrative$29,964
The L. H. Lacy Company, LTD. 401(k) match · 2022
Employer contribution per active participant$1,381
Median for plans this size$1,114

L. H. Lacy Company, LTD.'s 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$29,964 · 0.54%
Similar plansConstruction · Texas
Windsor America LLC TX$5.3M · 0.27%
Envirocon Systems, Inc. TX$5.2M · 0.07%
Trio Electric, LTD. TX$5.2M · 0.92%
Rawson Saunders School TX$5.1M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 010646802 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.