Plan Ledger DOL Form 5500 · updated monthly

Lfh Management, LLC401(k)

LA FONDA HOTEL 401(K) PROFIT SHARING PLAN · SANTA FE, NM · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Lfh Management, LLC reported $8,980 in plan administrative expenses for 2024: 0.17% of average plan assets, lower than ~75% of peers. Employer contributions averaged $812 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 0.08% to 0.17%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in New Mexico (183rd of 290), and the 817th of 2,240 in accommodation & food services. In 2024, employees put in $2.00 for every $1.00 the employer contributed; active participation has grown from 151 to 213 since 2022.

Plan summary
Net assets, end of year$5,714,497
Participants with balances236
Active participants213
Employer contributions$172,879
Employee contributions$345,671
Employer contribution per active participant$812
Average account balance$24,214
Benefits paid to participants$149,215
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.7M · 236 accts · $173K emplr
2023$4.9M · 153 accts · $164K emplr
2022$4.6M · 167 accts · $141K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,575
Investment management$3,205
Total administrative$8,980
The Lfh Management, LLC 401(k) match · 2024
Employer contribution per active participant$812
Median for plans this size$1,313
2024$812 per active participant
2023$879 per active participant
2022$933 per active participant

Lfh Management, LLC's 2024 employer contribution ran below the $1,313 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 · 20243
LEAFHOUSE FINANCIAL ADVISORS$3,205
CLIFTONLARSONALLEN LLPindirect comp
MAP RETIREMENT USA LLC · 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$8,980 · 0.17%
2023$8,113 · 0.17%
2022$4,215 · 0.08%
Same employer
Similar plansAccommodation & Food Services · New Mexico
Pueblo of Isleta NM$34.9M · 0.37%
Peter-Defries Corporation NM$21.2M · 0.53%
Endura Associates, Inc. NM$18.1M · 0.03%
Home on the Range, Inc. NM$3.9M · 0.16%
Los Poblanos Lllp NM$3.3M · 0.25%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 471984926 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.