Plan Ledger DOL Form 5500 · updated monthly

Lezzer Holdings, Inc.401(k)

LEZZER HOLDINGS, INC. 401(K) PLAN · CURWENSVILLE, PA · plan year 2024

Reported admin expense ratio · 2024
0.35%

Lezzer Holdings, Inc. reported $88,845 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. 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 0.47% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 1,300th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,159th of 5,215 in retail trade.

Plan summary
Net assets, end of year$26,222,206
Participants with balances280
Active participants462
Employer contributions—
Employee contributions$1,415,763
Employer contribution per active participant—
Average account balance$93,651
Benefits paid to participants$2,038,071
Plan auditUnmodified (clean) audit opinion
AuditorHOLSINGER P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$26.2M · 280 accts
2023$23.9M · 270 accts
2022$20.1M · 281 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$88,845
Total administrative$88,845
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 · 20243
ROBERT W. BAIRD & CO., INC. · Investment advisory (plan)$62,334
METRO BENEFITS, INC. · Contract administrator$14,353

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$88,845 · 0.35%
2023$78,926 · 0.36%
2022$100,256 · 0.47%
Same employer
Similar plansRetail Trade · Pennsylvania
Sun Motor Cars, Inc. PA$29.0M · 0.06%
Skh Management Co PA$26.4M · 0.04%
F.C. Haab Co., Inc. PA$25.5M · 0.23%
Your Building Centers, Inc. PA$24.0M · 0.15%
Duritza Enterprises, Inc. PA$22.6M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260000502 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.