Plan Ledger DOL Form 5500 · updated monthly

Lcm Investments Holdings II, LLC401(k)

LCM INVESTMENTS HOLDINGS II, LLC 401(K) PLAN · LUTZ, FL · plan year 2024

Reported admin expense ratio · 2024
1.09%

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

Lcm Investments Holdings II, LLC reported $1,164,373 in plan administrative expenses for 2024: 1.09% of average plan assets, higher than ~90% of peers. Employer contributions averaged $537 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 3 years on file its reported administrative ratio has held roughly steady near 1.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 284th-largest of 3,644 plans among Florida employers on file, and the 325th of 5,215 in retail trade. In 2024, employees put in $6.26 for every $1.00 the employer contributed; active participation has grown from 4,980 to 6,775 since 2022.

Plan summary
Net assets, end of year$118,515,391
Participants with balances7,377
Active participants6,775
Employer contributions$3,639,687
Employee contributions$22,785,779
Employer contribution per active participant$537
Average account balance$16,066
Benefits paid to participants$16,998,264
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$118.5M · 7,377 accts · $3.6M emplr
2023$94.7M · 6,222 accts · $3.0M emplr
2022$70.2M · 5,385 accts · $2.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$921,428
Investment management$163,145
Audit (IQPA)$79,800
Total administrative$1,164,373
The Lcm Investments Holdings II, LLC 401(k) match · 2024
Employer contribution per active participant$537
Median for plans this size$3,635
2024$537 per active participant
2023$512 per active participant
2022$588 per active participant

Lcm Investments Holdings II, LLC's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. 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 · 20245
EMPOWER ANNUITY INS CO OF AM · Investment management$709,781
FLORIDA RETIREMENT CONSULTANTS · Contract administrator$332,024
CBIZ CPAS P.C. · Accounting / audit$79,800
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$41,250
KESTRA INVESTMENT SERVICES, LLC · Investment advisory (plan)$36,166

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$1,164,373 · 1.09%
2023$873,829 · 1.06%
2022$717,737 · 1.11%
Same employer
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Chewy, Inc. FL$315.0M · 0.22%
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Tbc Corporation FL$232.0M · 0.13%
Chico's Fas, Inc. FL$195.0M · 0.21%
Beall's Inc. FL$118.2M · 0.44%
Cheney Brothers, Inc. FL$114.2M · 0.30%
SHINE516, Inc. FL$112.1M

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Source: U.S. Department of Labor, Form 5500 series, EIN 204587299 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.