Plan Ledger DOL Form 5500 · updated monthly

Lambert Vet Supply, LLC401(k)

LAMBERT VET SUPPLY 401(K) PROFIT SHARING PLAN AND TRUST · FAIRBURY, NE · plan year 2018

Reported admin expense ratio · 2018
0.49%

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

Lambert Vet Supply, LLC reported $6,115 in plan administrative expenses for 2018: 0.49% of average plan assets, above 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 4 years on file its reported administrative ratio fell from 0.49% to 0.37%. The plan sits in the $1M–$10M size bracket, benchmarked here against 122 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Nebraska (541st of 565), and 4,128th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$1,220,245
Participants with balances74
Active participants152
Employer contributions$0
Employee contributions$74,415
Employer contribution per active participant$0
Average account balance$16,490
Benefits paid to participants$53,027
Plan auditDisclaimer of opinion
AuditorRSM US LLP
Plan history2
Yearassets · accounts · employer contribution
2022$1.1M · 38 accts
2018$1.2M · 74 accts
Administrative expenses, itemized · 2018
Recordkeeping & contract admin$6,115
Total administrative$6,115
The Lambert Vet Supply, LLC 401(k) match · 2018
Employer contribution per active participant$0
Median for plans this size$880

Lambert Vet Supply, LLC's 2018 employer contribution ran below the $880 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 2018 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2022$5,680 · 0.37%
2018$6,115 · 0.49%
Same employer
Similar plansWholesale Trade · Nebraska
Allied Oil & Tire Company NE$7.0M · 0.48%
Toba, Inc. NE$6.3M · 0.89%
Helget Gas Products, Inc. NE$3.3M · 1.40%
Bendpak Inc CA$1.2M · 0.08%
Regent Cabinets, LLC NJ$1.2M · 1.63%
Marugame Udon USA LLC CA$1.2M · 0.84%

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Source: U.S. Department of Labor, Form 5500 series, EIN 481150111 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.