Plan Ledger DOL Form 5500 · updated monthly

Lamberti USA, Inc.401(k)

LAMBERTI USA, INC. PROFIT SHARING & SAVINGS PLAN · HUNGERFORD, TX · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Lamberti USA, Inc. reported $10,025 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,603 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 0.06% to 0.08%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 2,660th-largest of 5,688 plans among Texas employers on file, and 7,716th of 13,661 in manufacturing. In 2024, employees put in $1.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,998,110
Participants with balances237
Active participants141
Employer contributions$508,057
Employee contributions$692,690
Employer contribution per active participant$3,603
Average account balance$54,844
Benefits paid to participants$1,194,374
Plan auditUnmodified (clean) audit opinion
AuditorRILEY & COMPANY, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$13.0M · 237 accts · $508K emplr
2023$11.7M · 240 accts · $478K emplr
2022$10.1M · 210 accts · $423K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,025
Total administrative$10,025
The Lamberti USA, Inc. 401(k) match · 2024
Employer contribution per active participant$3,603
Median for plans this size$2,416
2024$3,603 per active participant
2023$3,488 per active participant
2022$3,204 per active participant

Lamberti USA, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20243
ALLIANCE BENEFIT GROUP OF HOUSTON · Other services$5,495
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$2,139

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$10,025 · 0.08%
2023$13,592 · 0.12%
2022$6,350 · 0.06%
Same employer
Similar plansManufacturing · Texas
Applied Concepts, Inc. TX$13.4M · 0.87%
Jm Texas Companies, LLC TX$13.0M · 0.64%
I-Corp TX$13.0M · 0.02%
Holmes Foods Inc. TX$13.0M · 0.49%
Cs Beef Packers, LLC TX$12.9M · 0.02%
Action Gypsum Supply, LP TX$12.9M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061593158 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.