Plan Ledger DOL Form 5500 · updated monthly

Lansdowne Moody Company LP401(k)

LANSDOWNE - MOODY COMPANY LP 401(K) PROFIT SHARING PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.76%

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

Lansdowne Moody Company LP reported $40,446 in plan administrative expenses for 2024: 0.76% of average plan assets, above the peer median. Employer contributions averaged $796 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 0.64% to 0.76%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (3,954th of 5,688), and 3,652nd of 5,215 in retail trade. In 2024, employees put in $5.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,397,983
Participants with balances104
Active participants132
Employer contributions$105,063
Employee contributions$614,817
Employer contribution per active participant$796
Average account balance$51,904
Benefits paid to participants$1,065,677
Plan auditQualified audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.4M · 104 accts · $105K emplr
2023$5.2M · 125 accts · $99K emplr
2022$4.1M · 119 accts · $91K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,094
Investment management$8,176
Total administrative$40,446
The Lansdowne Moody Company LP 401(k) match · 2024
Employer contribution per active participant$796
Median for plans this size$1,313
2024$796 per active participant
2023$657 per active participant
2022$628 per active participant

Lansdowne Moody Company LP's 2024 employer contribution ran below the $1,313 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$24,094
MERRILL LYNCH PIERCE FENNER & SMITH · Pension consulting · Investment advisory (plan)$16,352
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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$40,446 · 0.76%
2023$31,384 · 0.67%
2022$28,147 · 0.64%
Same employer
Similar plansRetail Trade · Texas
Triple R Brothers, LTD TX$5.4M · 0.56%
Benny Boyd, LTD. TX$5.4M · 0.14%
Staccato 2011, LLC TX$5.4M · 0.75%
Vbm Acquisition, LLC TX$5.2M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741069713 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.