Plan Ledger DOL Form 5500 · updated monthly

Lionshead Specialty Tire & Whe401(k)

LIONSHEAD SPECIALTY TIRE & WHE 401(K) PROFIT SHARING PLAN & TRUST · GOSHEN, IN · plan year 2024

Reported admin expense ratio · 2024
1.19%

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

Lionshead Specialty Tire & Whe reported $31,423 in plan administrative expenses for 2024: 1.19% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,216 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 fell from 1.57% to 1.19%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Indiana (1,323rd of 1,562), and 4,336th of 5,215 in retail trade. In 2024, employees put in $1.64 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,047,694
Participants with balances111
Active participants223
Employer contributions$271,136
Employee contributions$444,123
Employer contribution per active participant$1,216
Average account balance$27,457
Benefits paid to participants$240,427
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$3.0M · 111 accts · $271K emplr
2023$2.2M · 106 accts · $289K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,949
Investment management$13,614
Trustee / custodial$860
Total administrative$31,423
The Lionshead Specialty Tire & Whe 401(k) match · 2024
Employer contribution per active participant$1,216
Median for plans this size$1,313
2024$1,216 per active participant
2023$1,475 per active participant

Lionshead Specialty Tire & Whe's 2024 employer contribution ran below the $1,313 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
PAYCHEX, INC. · Recordkeeping$17,020
LEVELIZED COMPENSATION ADVISOR · Investment advisory (plan)$13,125

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

Recordkeeper by year2
2024Paychex
2023Paychex

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$31,423 · 1.19%
2023$28,245 · 1.57%
Same employer
Similar plansRetail Trade · Indiana
Pearson Ford, Inc. IN$3.7M · 0.86%
Evans Toyota, Inc. IN$3.7M · 0.13%
Druley Enterprises Inc. IN$3.3M · 0.66%
Skico, Inc. IN$3.2M · 0.40%
Baeslers, Inc. IN$2.8M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260971769 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.