Plan Ledger DOL Form 5500 · updated monthly

Ldv, Inc.401(k)

LYNCH COMPANIES 401(K) SAVINGS PLAN · BURLINGTON, WI · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Ldv, Inc. reported $206,467 in plan administrative expenses for 2024: 0.27% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,967 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 0.29% to 0.27%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 280th-largest of 1,936 plans among Wisconsin employers on file, and the 2,248th of 13,661 in manufacturing. In 2024, employees put in $3.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$79,966,799
Participants with balances736
Active participants659
Employer contributions$1,296,578
Employee contributions$4,899,839
Employer contribution per active participant$1,967
Average account balance$108,651
Benefits paid to participants$6,377,995
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$80.0M · 736 accts · $1.3M emplr
2023$72.1M · 729 accts · $1.3M emplr
2022$56.4M · 709 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$206,467
Total administrative$206,467
The Ldv, Inc. 401(k) match · 2024
Employer contribution per active participant$1,967
Median for plans this size$3,635
2024$1,967 per active participant
2023$1,938 per active participant
2022$2,096 per active participant

Ldv, Inc.'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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$192,632
PPG RETIREMENT PLAN SERVICES · Contract administrator · Other services$13,834
PRINCIPAL SECURITIES · Other servicesindirect comp
WILSHIRE ASSOCIATES INC · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MGMT · 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$206,467 · 0.27%
2023$189,735 · 0.30%
2022$150,851 · 0.29%
Same employer
Similar plansManufacturing · Wisconsin
Curt G. Joa, Inc. WI$83.3M · 0.13%
Syntegon US Holding Inc WI$81.2M · 0.10%
Masters Gallery Foods, Inc. WI$80.1M · 0.23%
Vp Holdings Corp. WI$79.9M · 0.14%
Serigraph, Inc. WI$79.2M · 0.20%
Smc, LTD. WI$78.9M · 0.24%
Sensia LLC WI$77.8M

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391281237 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.