Plan Ledger DOL Form 5500 · updated monthly

Lakota Corp.401(k)

LAKOTA CORP. 401(K) PLAN · BRISTOL, IN · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Lakota Corp. reported $21,299 in plan administrative expenses for 2024: 0.49% of average plan assets, below the peer median. Employer contributions averaged $0 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 0.42% to 0.49%. 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 Indiana (1,197th of 1,562), and 11,360th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$4,708,842
Participants with balances167
Active participants344
Employer contributions$0
Employee contributions$538,936
Employer contribution per active participant$0
Average account balance$28,197
Benefits paid to participants$375,264
Plan auditUnmodified (clean) audit opinion
AuditorKRUGGEL, LAWTON & CO., LLC
Plan history3
Yearassets · accounts · employer contribution
2024$4.7M · 167 accts
2023$4.0M · 173 accts
2022$3.5M · 183 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,049
Investment management$7,250
Total administrative$21,299
The Lakota Corp. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Lakota Corp.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. 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
UNITED OF OMAHA · Loan processing · Recordkeeping$7,901
SIGMA FINANCIAL CORP · Investment advisory (plan)$6,894
ASCENSUS LLC · Loan processing$6,148

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

Recordkeeper by year2
2024Mutual of Omaha
2023Mutual of Omaha

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$21,299 · 0.49%
2023$16,856 · 0.45%
2022$14,627 · 0.42%
Same employer
Similar plansManufacturing · Indiana
Reelcraft Holdings, LLC IN$4.9M · 1.38%
Starplus Energy LLC IN$4.8M · 0.58%
Gta Containers, Inc. IN$4.7M · 0.25%
Ascot Enterprises, Inc. IN$4.5M · 0.58%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 202970922 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.