Plan Ledger DOL Form 5500 · updated monthly

Lbd Parent Holdings LLC401(k)

LUCKY BRAND 401(K) PLAN · BOSTON, MA · plan year 2019

Reported admin expense ratio · 2019
0.36%

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

Lbd Parent Holdings LLC reported $116,935 in plan administrative expenses for 2019: 0.36% of average plan assets, above the peer median. Employer contributions averaged $1,198 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 0.36% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 68 comparable plans and shown alongside other wholesale trade employers. By assets it is the 863rd-largest of 2,726 plans among Massachusetts employers on file, and the 1,096th of 4,246 in wholesale trade. In 2019, employees put in $3.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$37,537,445
Participants with balances1,749
Active participants933
Employer contributions$1,117,964
Employee contributions$3,934,944
Employer contribution per active participant$1,198
Average account balance$21,462
Benefits paid to participants$3,007,689
Plan auditUnmodified (clean) audit opinion
Plan history5
Yearassets · accounts · employer contribution
2023$54 · 2 accts · $270K emplr
2022$19.3M · 775 accts · $90K emplr
2021$27.7M · 928 accts
2020$30.4M · 1,149 accts · $486K emplr
2019$37.5M · 1,749 accts · $1.1M emplr
The Lbd Parent Holdings LLC 401(k) match · 2019
Employer contribution per active participant$1,198
Median for plans this size$1,489

Lbd Parent Holdings LLC's 2019 employer contribution ran below the $1,489 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 2019 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history5
2023$21,126 · 0.22%
2022$33,056 · 0.14%
2021$76,404 · 0.26%
2020$160,920 · 0.47%
2019$116,935 · 0.36%
Similar plansWholesale Trade · Massachusetts
Plumbers' Supply Company MA$46.1M · 0.34%
Boch Enterprises MA$42.3M · 0.30%
Burke Distributing Co. LLC MA$35.1M · 0.13%
Source Code Holdings LLC MA$34.7M · 0.06%
Cape Cod Lumber Co., Inc. MA$32.3M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464354563 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.