Plan Ledger DOL Form 5500 · updated monthly

Lasalle Bristol, L.P.401(k)

LASALLE BRISTOL, LP 401(K) PLAN · ELKHART, IN · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Lasalle Bristol, L.P. reported $44,913 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $2,279 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 fell from 0.21% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 497th-largest of 1,562 plans among Indiana employers on file, and the 1,626th of 4,246 in wholesale trade. In 2024, employees put in $1.98 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$24,093,933
Participants with balances455
Active participants375
Employer contributions$854,774
Employee contributions$1,691,593
Employer contribution per active participant$2,279
Average account balance$52,954
Benefits paid to participants$2,738,738
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.1M · 455 accts · $855K emplr
2023$22.1M · 437 accts · $767K emplr
2022$20.0M · 489 accts · $845K emplr
Administrative expenses, itemized · 2024
Investment management$44,818
Total administrative$44,913
The Lasalle Bristol, L.P. 401(k) match · 2024
Employer contribution per active participant$2,279
Median for plans this size$2,416
2024$2,279 per active participant
2023$2,276 per active participant
2022$2,151 per active participant

Lasalle Bristol, L.P.'s 2024 employer contribution ran below 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
CONCURRENT INVESTMENT ADVISORS LLC · Investment advisory (plan)$44,818
LASALLE BRISTOL LP$94

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$44,913 · 0.19%
2023$37,357 · 0.18%
2022$43,266 · 0.21%
Same employer
Similar plansWholesale Trade · Indiana
Horner Electric Inc. IN$28.6M · 0.01%
Asa Electronics, LLC IN$25.6M · 0.11%
Polywood IN$25.0M · 0.80%
Bell Industries, Inc. IN$23.3M · 0.48%
Stanz-Troyer Holdings, LLC IN$22.4M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351499063 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.