Plan Ledger DOL Form 5500 · updated monthly

Lindengrove, Inc.403(b)

LINDENGROVE, INC. TDA RETIREMENT SAVINGS PLAN · BROOKFIELD, WI · plan year 2022

Reported admin expense ratio · 2022
0.78%

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

Lindengrove, Inc. reported $75,900 in plan administrative expenses for 2022: 0.78% of average plan assets, higher than ~75% of peers. Employer contributions averaged $341 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,746th of 1,936), and 9,005th of 11,911 in health care & social assistance. In 2022, employees put in $4.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,355,440
Participants with balances362
Active participants385
Employer contributions$131,300
Employee contributions$562,714
Employer contribution per active participant$341
Average account balance$9,269
Benefits paid to participants$14,481,530
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$3.4M · 362 accts · $131K emplr
Administrative expenses, itemized · 2022
Investment management$10,000
Professional / advisory$13,500
Total administrative$75,900
Employer contributions to the Lindengrove, Inc. plan · 2022
Employer contribution per active participant$341
Median for plans this size$1,114

Lindengrove, Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$75,900 · 0.78%
Similar plansHealth Care & Social Assistance · Wisconsin
Aptiv WI$3.5M · 0.73%
Vip Services, Inc. WI$3.3M · 0.02%
Shady Lane, Inc. WI$3.2M · 0.71%
Rcs Empowers, Inc. WI$3.2M · 0.79%
S and J Home Care, LLC WI$3.2M · 1.00%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391574684 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.