Plan Ledger DOL Form 5500 · updated monthly

Lindal North America, Inc401(k)

LINDAL NORTH AMERICA, INC 401K PLAN · COLUMBUS, IN · plan year 2025

Reported admin expense ratio · 2025
0.59%

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

Lindal North America, Inc reported $22,562 in plan administrative expenses for 2025: 0.59% of average plan assets, above the peer median. Employer contributions averaged $2,050 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 0.70% to 0.59%. 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 Indiana (1,230th of 1,562), and 11,625th of 13,661 in manufacturing. In 2025, employees put in $1.46 for every $1.00 the employer contributed; active participation has grown from 93 to 110 since 2023.

Plan summary
Net assets, end of year$4,240,337
Participants with balances124
Active participants110
Employer contributions$225,494
Employee contributions$329,720
Employer contribution per active participant$2,050
Average account balance$34,196
Benefits paid to participants$249,704
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2025$4.2M · 124 accts · $225K emplr
2024$3.4M · 119 accts · $181K emplr
2023$2.5M · 117 accts · $191K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$4,428
Investment management$18,134
Total administrative$22,562
The Lindal North America, Inc 401(k) match · 2025
Employer contribution per active participant$2,050
Median for plans this size$1,464
2025$2,050 per active participant
2024$1,741 per active participant
2023$2,058 per active participant

Lindal North America, Inc'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 · 20252
SHEPHERD FINANCIAL INVEST. ADVISORY · Recordkeeping · Trustee$18,134
ADP, INC. · Recordkeeping · Loan processing$4,428

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

Recordkeeper by year3
2025ADP, SHEPHERD FINANCIAL INVEST. ADVISORY
2024ADP, SHEPHERD FINANCIAL INVEST. ADVISORY
2023ADP, SHEPHERD FINANCIAL INVEST. ADVISORY

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Administrative cost history3
2025$22,562 · 0.59%
2024$19,082 · 0.64%
2023$17,231 · 0.70%
Similar plansManufacturing · Indiana
Zachary Confections, Inc. IN$4.3M · 0.43%
Haas Cabinet Co., Inc. IN$4.1M · 0.29%
Lofted Products LLC IN$4.1M · 0.65%
Hisada America, Inc. IN$4.1M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205937310 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.