Plan Ledger DOL Form 5500 · updated monthly

Lionshead Precision Metals LLC401(k)

LIONSHEAD PRECISION METALS LLC 401(K) PROFIT SHARING PLAN & TRUST · GREENWOOD, IN · plan year 2023

Reported admin expense ratio · 2023
0.62%

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

Lionshead Precision Metals LLC reported $11,238 in plan administrative expenses for 2023: 0.62% of average plan assets, above the peer median. Employer contributions averaged $438 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 1 year on file its reported administrative ratio rose from 0.39% to 0.62%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Indiana (1,400th of 1,562), and 12,837th of 13,661 in manufacturing. In 2023, employees put in $4.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,967,378
Participants with balances93
Active participants83
Employer contributions$36,383
Employee contributions$161,231
Employer contribution per active participant$438
Average account balance$21,155
Benefits paid to participants$180,399
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$2.0M · 93 accts · $36K emplr
2022$1.7M · 112 accts · $40K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$10,938
Trustee / custodial$300
Total administrative$11,238
The Lionshead Precision Metals LLC 401(k) match · 2023
Employer contribution per active participant$438
Median for plans this size$1,308
2023$438 per active participant
2022$426 per active participant

Lionshead Precision Metals LLC's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
PAYCHEX, INC. · Recordkeeping$8,990

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

Administrative cost history2
2023$11,238 · 0.62%
2022$6,928 · 0.39%
Similar plansManufacturing · Indiana
Barletta Boat Company,Llc IN$2.2M · 0.04%
Westfield Steel, Inc. IN$1.9M · 0.92%
Stone City Products, Inc. IN$1.9M · 1.08%
Scott Pet Products, Inc. IN$1.8M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 813896543 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.