Plan Ledger DOL Form 5500 · updated monthly

Lee Hill Investments LLC401(k)

LEE HILL INVESTMENTS LLC 401(K) PLAN · CHANDLER, AZ · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Lee Hill Investments LLC reported $8,920 in plan administrative expenses for 2024: 0.54% of average plan assets, above the peer median. Employer contributions averaged $614 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 1.07% to 0.54%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Arizona (1,061st of 1,285), and 2,863rd of 3,341 in other services. In 2024, employees put in $2.32 for every $1.00 the employer contributed; active participation has grown from 181 to 292 since 2022.

Plan summary
Net assets, end of year$1,999,366
Participants with balances220
Active participants292
Employer contributions$179,196
Employee contributions$415,912
Employer contribution per active participant$614
Average account balance$9,088
Benefits paid to participants$121,216
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.0M · 220 accts · $179K emplr
2023$1.3M · 175 accts · $154K emplr
2022$636K · 126 accts · $129K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,170
Total administrative$8,920
The Lee Hill Investments LLC 401(k) match · 2024
Employer contribution per active participant$614
Median for plans this size$1,313
2024$614 per active participant
2023$570 per active participant
2022$713 per active participant

Lee Hill Investments LLC's 2024 employer contribution ran below the $1,313 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 · 20242
RUDD & COMPANY, PLLC · Contract administrator$8,170
CAPITAL GROUP RETIREMENT PLAN$750

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$8,920 · 0.54%
2023$7,990 · 0.82%
2022$5,012 · 1.07%
Similar plansOther Services · Arizona
Denali Midco 2 LLC AZ$2.7M · 6.51%
Gcaz Services, Inc. AZ$1.8M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680608039 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.