Plan Ledger DOL Form 5500 · updated monthly

Lion Group, Inc.401(k)

LION GROUP, INC. PROFIT SHARING PLAN AND TRUST · DAYTON, OH · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Lion Group, Inc. reported $73,208 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $851 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 0.27% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 824th-largest of 3,295 plans among Ohio employers on file, and the 3,869th of 13,661 in manufacturing. In 2024, employees put in $3.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$37,306,561
Participants with balances615
Active participants1,037
Employer contributions$882,505
Employee contributions$2,666,000
Employer contribution per active participant$851
Average account balance$60,661
Benefits paid to participants$4,301,560
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$37.3M · 615 accts · $883K emplr
2023$33.9M · 601 accts · $643K emplr
2022$29.2M · 535 accts · $682K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,905
Investment management$61,303
Total administrative$73,208
The Lion Group, Inc. 401(k) match · 2024
Employer contribution per active participant$851
Median for plans this size$2,416
2024$851 per active participant
2023$611 per active participant
2022$720 per active participant

Lion Group, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
MGO ONE SEVEN LLC · Investment advisory (plan)$48,000
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$13,303
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$11,905

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$73,208 · 0.21%
2023$70,298 · 0.22%
2022$82,154 · 0.27%
Same employer
Similar plansManufacturing · Ohio
Kosei St. Marys Corporation OH$38.0M · 0.12%
Feintool U.S. Operations OH$38.0M · 0.23%
Butech, Inc. OH$37.8M · 0.19%
Fram Group Operations LLC OH$37.2M · 0.44%
Mack Industries, Inc. OH$36.8M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471845529 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.