Plan Ledger DOL Form 5500 · updated monthly

Lifesize, Inc.401(k)

LIFESIZE, INC. 401(K) PLAN · MCALLEN, TX · plan year 2022

Reported admin expense ratio · 2022
0.57%

Lifesize, Inc. reported $138,057 in plan administrative expenses for 2022: 0.57% of average plan assets, higher than ~75% of peers. 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 1 year on file its reported administrative ratio rose from 0.57% to 0.72%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other administrative & support services employers. By assets it is the 1,977th-largest of 5,688 plans among Texas employers on file, and the 597th of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$20,694,481
Participants with balances332
Active participants71
Employer contributions—
Employee contributions$840,017
Employer contribution per active participant—
Average account balance$62,333
Benefits paid to participants$3,956,909
Plan auditDisclaimer of opinion
AuditorLAW OFFICE OF MATTHEW J. BORROR
Plan history2
Yearassets · accounts · employer contribution
2023$911K · 33 accts · $450K emplr
2022$20.7M · 332 accts
Administrative expenses, itemized · 2022
Investment management$52,037
Professional / advisory$9,868
Total administrative$138,057
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$77,498 · 0.72%
2022$138,057 · 0.57%
Similar plansAdministrative & Support Services · Texas
The Bms Enterprises, LLC TX$21.7M · 0.42%
Embrey Development Company TX$21.2M · 0.37%
Essential HR, Inc. TX$16.5M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472105803 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.