Plan Ledger DOL Form 5500 · updated monthly

List Industries, Inc.401(k)

LIST INDUSTRIES, INC. 401(K) RETIREMENT PLAN · DEERFIELD BEACH, FL · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

List Industries, Inc. reported $90,676 in plan administrative expenses for 2024: 0.55% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,434 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 rose from 0.45% to 0.55%. 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 1,193rd-largest of 3,644 plans among Florida employers on file, and the 6,319th of 13,661 in manufacturing. In 2024, employees put in $1.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,085,350
Participants with balances353
Active participants459
Employer contributions$658,197
Employee contributions$1,166,699
Employer contribution per active participant$1,434
Average account balance$51,233
Benefits paid to participants$864,835
Plan auditUnmodified (clean) audit opinion
AuditorKSDT CPA
Plan history3
Yearassets · accounts · employer contribution
2024$18.1M · 353 accts · $658K emplr
2023$15.2M · 338 accts · $661K emplr
2022$12.0M · 330 accts · $582K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$64,223
Investment management$26,453
Total administrative$90,676
The List Industries, Inc. 401(k) match · 2024
Employer contribution per active participant$1,434
Median for plans this size$2,416
2024$1,434 per active participant
2023$1,458 per active participant
2022$1,350 per active participant

List Industries, Inc.'s 2024 employer contribution ran below the $2,416 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
SLAVIC INTEGRATED ADMINISTRATION · Recordkeeping · Loan processing$64,222
SLAVIC MUTUAL FUND MANAGEMENT CORP · Investment management$26,453

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

Recordkeeper by year2
2024Slavic401k
2023Slavic401k

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

Administrative cost history3
2024$90,676 · 0.55%
2023$65,222 · 0.48%
2022$57,803 · 0.45%
Same employer
Similar plansManufacturing · Florida
Rowell Chemical Corporation FL$19.5M · 0.05%
Shaw Development, LLC FL$19.0M · 0.49%
Rls USA Inc. FL$18.8M · 0.37%
Dosal Tobacco Corporation FL$18.4M · 0.48%
Emi Industries LLC FL$17.9M · 0.33%
Avidyne Corporation FL$17.2M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362391343 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.