Plan Ledger DOL Form 5500 · updated monthly

Lally Ries LLC Two Men & a Truck401(k)

THE LALLY GROUP RETIREMENT PLAN · MASON, OH · plan year 2022

Reported admin expense ratio · 2022
0.53%

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

Lally Ries LLC Two Men & a Truck reported $2,985 in plan administrative expenses for 2022: 0.53% of average plan assets, below the peer median. Employer contributions averaged $321 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 transportation & warehousing employers. By assets it is among the smaller plans on file in Ohio (3,209th of 3,295), and 2,411th of 2,677 in transportation & warehousing. In 2022, employees put in $1.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$545,767
Participants with balances50
Active participants156
Employer contributions$50,115
Employee contributions$85,820
Employer contribution per active participant$321
Average account balance$10,915
Benefits paid to participants$68,668
Plan auditUnmodified (clean) audit opinion
AuditorKOHRMAN FRYE & ASSOCIATES
The Lally Ries LLC Two Men & a Truck 401(k) match · 2022
Employer contribution per active participant$321
Median for plans this size$331

Lally Ries LLC Two Men & a Truck's 2022 employer contribution ran below 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$2,985 · 0.53%
Similar plansTransportation & Warehousing · Ohio
Target Trans-Logic, LLC OH$1.0M · 0.28%
Awl Transport, Inc. OH$562K · 0.64%
Model Logistics LLC OH$456K · 0.44%
Engineered Logistics LLC OH$403K · 6.22%
Ten Sixty Logistics LLC OH$295K · 0.58%
Ironside Logistics LLC OH$230K · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200676798 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.