Plan Ledger DOL Form 5500 · updated monthly

Lindt & Sprungli (USA), Inc.401(k)

LINDT & SPRUNGLI (USA), INC. 401(K) PLAN · STRATHAM, NH · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Lindt & Sprungli (USA), Inc. reported $65,223 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $2,525 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 0.09% to 0.08%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 42nd-largest of 411 plans among New Hampshire employers on file, and the 2,054th of 13,661 in manufacturing. In 2024, employees put in $2.10 for every $1.00 the employer contributed; active participation has grown from 882 to 1,066 since 2022.

Plan summary
Net assets, end of year$89,529,452
Participants with balances870
Active participants1,066
Employer contributions$2,691,388
Employee contributions$5,649,936
Employer contribution per active participant$2,525
Average account balance$102,907
Benefits paid to participants$7,373,634
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$89.5M · 870 accts · $2.7M emplr
2023$75.7M · 821 accts · $2.4M emplr
2022$62.0M · 793 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,223
Investment management$50,000
Total administrative$65,223
The Lindt & Sprungli (USA), Inc. 401(k) match · 2024
Employer contribution per active participant$2,525
Median for plans this size$3,635
2024$2,525 per active participant
2023$2,506 per active participant
2022$2,437 per active participant

Lindt & Sprungli (USA), Inc.'s 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$50,000
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$15,223

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

Administrative cost history3
2024$65,223 · 0.08%
2023$69,816 · 0.10%
2022$61,692 · 0.09%
Same employer
Similar plansManufacturing · New Hampshire
Lgc NH$110.1M · 0.24%
Velcro USA Inc. NH$108.4M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132522202 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.