Plan Ledger DOL Form 5500 · updated monthly

Lego Systems, Inc401(k)

LEGO U.S. RETIREMENT PLAN · ENFIELD, CT · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Lego Systems, Inc reported $183,992 in plan administrative expenses for 2024: 0.05% of average plan assets, below the peer median. Employer contributions averaged $4,383 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 0.051% to 0.046%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other wholesale trade employers. By assets it is the 62nd-largest of 1,106 plans among Connecticut employers on file, and the 108th of 4,246 in wholesale trade. In 2024, the employer put in $1.26 for every $1.00 employees contributed themselves; active participation has grown from 3,038 to 4,104 since 2022.

Plan summary
Net assets, end of year$429,188,645
Participants with balances6,026
Active participants4,104
Employer contributions$17,987,670
Employee contributions$14,230,535
Employer contribution per active participant$4,383
Average account balance$71,223
Benefits paid to participants$35,348,189
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$429.2M · 6,026 accts · $18.0M emplr
2023$367.1M · 5,359 accts · $15.0M emplr
2022$299.5M · 4,780 accts · $12.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,142
Investment management$106,350
Audit (IQPA)$38,500
Total administrative$183,992
The Lego Systems, Inc 401(k) match · 2024
Employer contribution per active participant$4,383
Median for plans this size$4,294
2024$4,383 per active participant
2023$3,891 per active participant
2022$4,262 per active participant

Lego Systems, Inc's 2024 employer contribution ran above the $4,294 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$74,350
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$39,142
COHNREZNICK LLP · Accounting / audit$38,500
US ADVISORS, INC. · Investment advisory (plan)$32,000

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$183,992 · 0.05%
2023$178,944 · 0.05%
2022$169,309 · 0.05%
Same employer
Similar plansWholesale Trade · Connecticut
Proponent, Inc. CA$447.3M
The Pape' Group, Inc. OR$441.8M · 0.11%
US Lbm Holdings, LLC IL$440.2M · 0.26%
Scp Distributors, LLC LA$436.0M · 0.08%
O'Neal Steel, Inc. AL$426.4M · 0.01%
Red Bull North America, Inc. CA$419.6M · 0.10%
Dealer Tire LLC OH$419.4M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060891387 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.