Plan Ledger DOL Form 5500 · updated monthly

Lacalle Group, LLC401(k)

LACALLE GROUP, LLC 401(K) PROFIT SHARING PLAN · AUSTIN, TX · plan year 2025

Reported admin expense ratio · 2025
0.74%

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

Lacalle Group, LLC reported $168,729 in plan administrative expenses for 2025: 0.74% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,046 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 3 years on file its reported administrative ratio fell from 0.86% to 0.74%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other management of companies employers. By assets it is the 1,737th-largest of 5,688 plans among Texas employers on file, and 396th of 786 in management of companies. In 2025, employees put in $2.87 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,032,162
Participants with balances156
Active participants147
Employer contributions$447,750
Employee contributions$1,283,906
Employer contribution per active participant$3,046
Average account balance$160,463
Benefits paid to participants$2,557,723
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$25.0M · 156 accts · $448K emplr
2024$20.9M · 157 accts · $425K emplr
2023$15.2M · 157 accts · $384K emplr
2022$11.8M · 143 accts · $341K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$90,580
Investment management$78,149
Total administrative$168,729
The Lacalle Group, LLC 401(k) match · 2025
Employer contribution per active participant$3,046
Median for plans this size$2,666
2025$3,046 per active participant
2024$2,830 per active participant
2023$2,474 per active participant
2022$2,274 per active participant

Lacalle Group, LLC's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
INWEST RETIREMENT SOLUTIONS · Recordkeeping · Pension consulting$5,978
NATIONWIDE · Other services$81,786
LPL FINANCIAL, LLC · Investment advisory (plan)indirect comp

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

Recordkeeper by year2
2025INWEST RETIREMENT SOLUTIONS
2023ASHER PRIMROSE

This plan has changed recordkeepers within these filings. If you left Lacalle Group, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$168,729 · 0.74%
2024$33,043 · 0.18%
2023$116,371 · 0.86%
2022$107,413 · 0.86%
Same employer
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Cockrell Interests LLC TX$30.0M · 0.02%
Puris, LLC TX$27.9M · 0.46%
Darr Equipment, LP TX$25.5M · 0.37%
Woodbolt Distribution, LLC TX$23.9M · 0.51%
Bobby Cox Companies, Inc. TX$23.3M · 0.06%
Americo Bancshares, Inc. TX$22.6M · 0.48%
Black Forest Ventures, LLC TX$21.8M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272950709 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.