Plan Ledger DOL Form 5500 · updated monthly

Lacerta Group, LLC401(k)

LACERTA GROUP, LLC 401(K) PLAN · MANSFIELD, MA · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Lacerta Group, LLC reported $9,350 in plan administrative expenses for 2024: 0.17% of average plan assets, lower than ~75% of peers. Employer contributions averaged $973 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 rose from 0.01% to 0.17%. 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 Massachusetts (2,215th of 2,726), and 10,539th of 13,661 in manufacturing. In 2024, employees put in $1.84 for every $1.00 the employer contributed; active participation has grown from 367 to 570 since 2022.

Plan summary
Net assets, end of year$6,266,521
Participants with balances179
Active participants570
Employer contributions$554,825
Employee contributions$1,023,424
Employer contribution per active participant$973
Average account balance$35,008
Benefits paid to participants$694,462
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.3M · 179 accts · $555K emplr
2023$4.7M · 138 accts · $457K emplr
2022$2.5M · 85 accts · $67K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,500
Total administrative$9,350
The Lacerta Group, LLC 401(k) match · 2024
Employer contribution per active participant$973
Median for plans this size$1,313
2024$973 per active participant
2023$908 per active participant
2022$182 per active participant

Lacerta Group, LLC's 2024 employer contribution ran below the $1,313 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 · 20241
NFP RETIREMENT INCindirect comp

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$9,350 · 0.17%
2023$5,875 · 0.16%
2022$150 · 0.01%
Same employer
Similar plansManufacturing · Massachusetts
Superior Bindery, Inc. MA$6.6M · 0.10%
Flour Bakery & Cafe MA$6.5M · 0.12%
Gtr Manufacturing, LLC MA$6.4M · 0.59%
Stannah Stairlifts, Inc MA$6.3M · 0.37%
Cardiofocus, Inc. MA$6.0M · 0.28%
United Plastics MA$6.0M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043180539 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.