Plan Ledger DOL Form 5500 · updated monthly

Lamberts Cafe Inc.401(k)

LAMBERTS CAFE INC. 401K PROFIT SHARING PLAN AND TRUST · OZARK, MO · plan year 2024

Reported admin expense ratio · 2024
0.78%

Lamberts Cafe Inc. reported $30,624 in plan administrative expenses for 2024: 0.78% of average plan assets, above the peer median. 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 3 years on file its reported administrative ratio has held roughly steady near 0.78%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Missouri (1,135th of 1,393), and the 1,020th of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$4,018,075
Participants with balances148
Active participants218
Employer contributions—
Employee contributions$279,523
Employer contribution per active participant—
Average account balance$27,149
Benefits paid to participants$498,962
Plan auditUnmodified (clean) audit opinion
AuditorLOPATA FLEGEL AND COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$4.0M · 148 accts
2023$3.8M · 152 accts
2022$3.5M · 198 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,624
Total administrative$30,624
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
BENEFIT PLANS PLUS · Recordkeeping$4,746
LINCOLN NATIONAL CORPORATION · Contract administrator$17,682
STADION MONEY MANAGEMENT · Investment advisory (participants)$8,196

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

Recordkeeper by year2
2024BENEFIT PLANS PLUS
2023BENEFIT PLANS PLUS

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Administrative cost history3
2024$30,624 · 0.78%
2023$32,286 · 0.88%
2022$28,554 · 0.77%
Similar plansAccommodation & Food Services · Missouri
Elite Cuisine, LLC MO$4.7M · 0.95%
The Pasta House Company MO$3.4M · 0.70%
Fairwave Holdings LLC MO$2.9M · 1.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431232988 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.