Plan Ledger DOL Form 5500 · updated monthly

Lime Rock Management LP401(k)

LIME ROCK 401(K) PLAN · WESTPORT, CT · plan year 2025

Reported admin expense ratio · 2025
0.01%

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

Lime Rock Management LP reported $8,490 in plan administrative expenses for 2025: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,543 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 fell from 0.10% to 0.01%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other finance & insurance employers. By assets it is the 219th-largest of 1,106 plans among Connecticut employers on file, and the 1,153rd of 4,798 in finance & insurance. In 2025, employees put in $1.97 for every $1.00 the employer contributed; active participation has shrunk from 233 to 202 since 2022.

Plan summary
Net assets, end of year$82,956,529
Participants with balances266
Active participants202
Employer contributions$1,523,702
Employee contributions$3,004,604
Employer contribution per active participant$7,543
Average account balance$311,867
Benefits paid to participants$11,075,125
Plan auditUnmodified (clean) audit opinion
AuditorREYNOLDS & ROWELLA, LLP
Plan history4
Yearassets · accounts · employer contribution
2025$83.0M · 266 accts · $1.5M emplr
2024$75.0M · 287 accts · $1.6M emplr
2023$65.6M · 297 accts · $1.6M emplr
2022$52.5M · 297 accts · $1.4M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$7,456
Investment management$1,034
Total administrative$8,490
The Lime Rock Management LP 401(k) match · 2025
Employer contribution per active participant$7,543
Median for plans this size$4,093
2025$7,543 per active participant
2024$7,434 per active participant
2023$7,485 per active participant
2022$6,111 per active participant

Lime Rock Management LP's 2025 employer contribution ran above the $4,093 median for plans its size, placing it in the top quarter of its peers. 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 · 20251
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$7,456

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$8,490 · 0.01%
2024$24,953 · 0.04%
2023$55,602 · 0.09%
2022$55,201 · 0.10%
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Gwa, LLC CT$95.8M · 0.00%
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Source: U.S. Department of Labor, Form 5500 series, EIN 134011237 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.