Plan Ledger DOL Form 5500 · updated monthly

Lifeline Foods, LLC401(k)

LIFELINE FOODS 401(K) RETIREMENT PLAN · ST JOSEPH, MO · plan year 2025

Reported admin expense ratio · 2025
0.77%

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

Lifeline Foods, LLC reported $65,781 in plan administrative expenses for 2025: 0.77% of average plan assets, above the peer median. Employer contributions averaged $2,135 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 3 years on file its reported administrative ratio rose from 0.72% to 0.77%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Missouri (901st of 1,393), and 9,275th of 13,661 in manufacturing. In 2025, employees put in $1.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,903,305
Participants with balances164
Active participants159
Employer contributions$339,510
Employee contributions$573,191
Employer contribution per active participant$2,135
Average account balance$54,288
Benefits paid to participants$1,317,540
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$8.9M · 164 accts · $340K emplr
2024$8.2M · 208 accts · $377K emplr
2023$7.0M · 204 accts · $355K emplr
2022$5.8M · 205 accts · $324K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$32,616
Investment management$33,165
Total administrative$65,781
The Lifeline Foods, LLC 401(k) match · 2025
Employer contribution per active participant$2,135
Median for plans this size$1,464
2025$2,135 per active participant
2024$1,797 per active participant
2023$2,066 per active participant
2022$2,000 per active participant

Lifeline Foods, LLC's 2025 employer contribution ran above the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
CHRISTENSEN GROUP FINANCIAL LLC · Investment advisory (plan)$28,566
EMPOWER ADVISORY GROUP, LLC · Investment management$4,599

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$65,781 · 0.77%
2024$53,658 · 0.71%
2023$48,224 · 0.76%
2022$43,549 · 0.72%
Same employer
Similar plansManufacturing · Missouri
Rx Systems, Inc. MO$9.1M · 0.69%
Polytainers, Inc. MO$9.0M · 0.56%
Biotab LLC MO$9.0M · 0.36%
Handicare USA, Inc. MO$8.9M · 0.41%
Meyer Laboratory, Inc. MO$8.5M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431909757 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.