Plan Ledger DOL Form 5500 · updated monthly

Lakeville Brewing Co LLC Don S401(k)

LAKEVILLE BREWING CO LLC DON S 401(K) PROFIT SHARING PLAN & TRUST · LAKEVILLE, MN · plan year 2022

Reported admin expense ratio · 2022
2.21%

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

Lakeville Brewing Co LLC Don S reported $4,353 in plan administrative expenses for 2022: 2.21% of average plan assets, higher than ~75% of peers. Employer contributions averaged $382 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Minnesota (1,901st of 1,918), and 13,563rd of 13,661 in manufacturing. In 2022, employees put in $2.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$249,151
Participants with balances92
Active participants104
Employer contributions$39,748
Employee contributions$97,999
Employer contribution per active participant$382
Average account balance$2,708
Benefits paid to participants$9,575
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,011
Investment management$342
Total administrative$4,353
The Lakeville Brewing Co LLC Don S 401(k) match · 2022
Employer contribution per active participant$382
Median for plans this size$331

Lakeville Brewing Co LLC Don S's 2022 employer contribution ran above the $331 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$4,353 · 2.21%
Similar plansManufacturing · Minnesota
United Packaging, Inc. MN$1.2M · 0.70%
Colorcoat, Inc CA$258K · 0.49%
Brinco Manufacturing Inc. IN$251K · 1.29%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 474670352 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.