Plan Ledger DOL Form 5500 · updated monthly

Lacarte Enterprises Inc401(k)

LACARTE ENTERPRISES INC 401(K) PROFIT SHARING PLAN & TRUST · CHARLEROI, PA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Lacarte Enterprises Inc reported $32,876 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $1,418 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 0.29% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Pennsylvania (2,005th of 3,651), and the 1,395th of 3,341 in other services. In 2024, employees put in $1.86 for every $1.00 the employer contributed; active participation has grown from 145 to 161 since 2022.

Plan summary
Net assets, end of year$13,160,510
Participants with balances140
Active participants161
Employer contributions$228,225
Employee contributions$424,705
Employer contribution per active participant$1,418
Average account balance$94,004
Benefits paid to participants$325,466
Plan auditUnmodified (clean) audit opinion
AuditorR.D. HOAG & ASSOCIATES, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$13.2M · 140 accts · $228K emplr
2023$11.7M · 134 accts · $209K emplr
2022$9.9M · 119 accts · $197K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,876
Total administrative$32,876
The Lacarte Enterprises Inc 401(k) match · 2024
Employer contribution per active participant$1,418
Median for plans this size$2,416
2024$1,418 per active participant
2023$1,297 per active participant
2022$1,358 per active participant

Lacarte Enterprises Inc's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
DB ROOT & COMPANY LLC · Investment advisory (plan)$16,716
DUNBAR, BENDER & ZAPF, INC. · Contract administrator$10,336
JPMORGAN INVEST HOLDINGS LLC$6,123

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$32,876 · 0.26%
2023$32,227 · 0.30%
2022$30,258 · 0.29%
Similar plansOther Services · Pennsylvania
Paris Cleaners, Inc. PA$11.9M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251220457 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.