Plan Ledger DOL Form 5500 · updated monthly

Liberty Diversified Internationl, Inc.401(k)

LIBERTY DIVERSIFIED INTERNATIONAL, INC. RETIREMENT PLAN · NEW HOPE, MN · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Liberty Diversified Internationl, Inc. reported $291,607 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $3,718 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 0.18% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 161st-largest of 1,918 plans among Minnesota employers on file, and the 1,140th of 13,661 in manufacturing. In 2024, employees put in $1.56 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$205,478,536
Participants with balances2,147
Active participants1,573
Employer contributions$5,849,028
Employee contributions$9,134,632
Employer contribution per active participant$3,718
Average account balance$95,705
Benefits paid to participants$24,119,959
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$205.5M · 2,147 accts · $5.8M emplr
2023$193.5M · 2,277 accts · $6.2M emplr
2022$170.2M · 2,357 accts · $6.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$158,912
Investment management$94,875
Audit (IQPA)$34,320
Total administrative$291,607
The Liberty Diversified Internationl, Inc. 401(k) match · 2024
Employer contribution per active participant$3,718
Median for plans this size$3,635
2024$3,718 per active participant
2023$4,069 per active participant
2022$4,019 per active participant

Liberty Diversified Internationl, Inc.'s 2024 employer contribution ran above the $3,635 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
CAPFINANCIAL PARTNERS LLC DBA CAPTR · Investment advisory (plan)$94,875
GRANT THORNTON LLP · Accounting / audit$34,320
BAKER TILLY US LLP$3,500

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$291,607 · 0.15%
2023$249,085 · 0.14%
2022$313,246 · 0.18%
Same employer
Similar plansManufacturing · Minnesota
Coloplast Corp. MN$228.4M · 0.05%
Banner Engineering Corp MN$211.5M · 0.11%
Rosen's Diversified, Inc. MN$209.7M · 0.17%
Red Wing Shoe Company, Inc. MN$190.8M · 0.19%
Vessco, Inc. MN$182.0M · 0.05%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 410989362 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.