Plan Ledger DOL Form 5500 · updated monthly

Lewis Brothers Bakeries, Inc.401(k)

LEWIS BROTHERS BAKERIES, INC. SAVINGS PLAN · EVANSVILLE, IN · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Lewis Brothers Bakeries, Inc. reported $84,369 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $327 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 rose from 0.01% to 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 445th-largest of 1,562 plans among Indiana employers on file, and the 4,634th of 13,661 in manufacturing. In 2024, employees put in $3.41 for every $1.00 the employer contributed; active participation has grown from 254 to 1,214 since 2022.

Plan summary
Net assets, end of year$28,702,099
Participants with balances273
Active participants1,214
Employer contributions$396,959
Employee contributions$1,352,520
Employer contribution per active participant$327
Average account balance$105,136
Benefits paid to participants$3,875,785
Plan auditUnmodified (clean) audit opinion
AuditorATLAS CPAS AND ADVISORS PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$28.7M · 273 accts · $397K emplr
2023$26.5M · 269 accts · $384K emplr
2022$22.9M · 248 accts · $381K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$82,969
Total administrative$84,369
The Lewis Brothers Bakeries, Inc. 401(k) match · 2024
Employer contribution per active participant$327
Median for plans this size$2,416
2024$327 per active participant
2023$291 per active participant
2022$1,501 per active participant

Lewis Brothers Bakeries, Inc.'s 2024 employer contribution ran below the $2,416 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
CBIZ INVESTMENT ADVISORY SERVICEindirect comp
CBIZ BENEFITS & INSURANCE SERVICES · Other servicesindirect 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$84,369 · 0.31%
2023$65,458 · 0.27%
2022$1,400 · 0.01%
Same employer
Similar plansManufacturing · Indiana
Tc Heartland, LLC IN$29.1M · 0.15%
Elgin Fastener Group, LLC IN$28.8M · 0.35%
Manar, Inc. IN$28.7M · 0.01%
Kitchen Kompact, Inc. IN$28.7M · 0.23%
Laidig Systems, Inc. IN$28.1M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 370636783 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.