Plan Ledger DOL Form 5500 · updated monthly

Ldi Industries, Inc.401(k)

LDI INDUSTRIES, INC. RETIREMENT SAVINGS PLAN · MANITOWOC, WI · plan year 2023

Reported admin expense ratio · 2023
0.22%

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

Ldi Industries, Inc. reported $49,180 in plan administrative expenses for 2023: 0.22% of average plan assets, below the peer median. Employer contributions averaged $1,571 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 1 year on file its reported administrative ratio fell from 0.26% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 750th-largest of 1,936 plans among Wisconsin employers on file, and the 5,214th of 13,661 in manufacturing. In 2023, employees put in $2.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$24,343,605
Participants with balances230
Active participants171
Employer contributions$268,584
Employee contributions$767,503
Employer contribution per active participant$1,571
Average account balance$105,842
Benefits paid to participants$952,420
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $205K emplr
2023$24.3M · 230 accts · $269K emplr
2022$20.3M · 219 accts · $241K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$45,832
Investment management$3,348
Total administrative$49,180
The Ldi Industries, Inc. 401(k) match · 2023
Employer contribution per active participant$1,571
Median for plans this size$2,440
2023$1,571 per active participant
2022$1,453 per active participant

Ldi Industries, Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
ONEAMERICA RETIREMENT SERVICES, LLC · Recordkeeping · Loan processing$45,832
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024Not separately reported
2023$49,180 · 0.22%
2022$61,028 · 0.26%
Same employer
Similar plansManufacturing · Wisconsin
Great Lakes Veneer, Inc. WI$24.8M · 0.31%
Poclain Hydraulics, Inc. WI$24.6M · 0.36%
Jagemann Stamping Co. WI$24.4M · 0.29%
Port City Bakery, Inc. WI$24.2M · 0.05%
Sani-Matic, Inc. WI$23.9M · 0.32%
Iris USA, Inc. WI$23.8M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390992916 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.