Plan Ledger DOL Form 5500 · updated monthly

Little Enterprises, Inc401(k)

STONE COLD MASONRY RETIREMENT PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
1.26%

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

Little Enterprises, Inc reported $17,368 in plan administrative expenses for 2024: 1.26% of average plan assets, higher than ~90% of peers. Employer contributions averaged $104 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 1.41% to 1.26%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Arizona (1,105th of 1,285), and 4,959th of 5,337 in construction. In 2024, employees put in $10.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,527,825
Participants with balances284
Active participants179
Employer contributions$18,607
Employee contributions$195,556
Employer contribution per active participant$104
Average account balance$5,380
Benefits paid to participants$48,972
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.5M · 284 accts · $19K emplr
2023$1.2M · 285 accts · $18K emplr
2022$951K · 292 accts · $18K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,368
Total administrative$17,368
The Little Enterprises, Inc 401(k) match · 2024
Employer contribution per active participant$104
Median for plans this size$1,313
2024$104 per active participant
2023$114 per active participant
2022$99 per active participant

Little Enterprises, Inc's 2024 employer contribution ran below the $1,313 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
PENSION PLANNING CONSULTANTS, INC. · Recordkeeping$625
LINCOLN NATIONAL CORPORATION · Contract administrator$8,427

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

Recordkeeper by year2
2024John Hancock, PENSION PLANNING CONSULTANTS, INC.
2023PENSION PLANNING CONSULTANTS, INC.

This plan has changed recordkeepers within these filings. If you left Little Enterprises, Inc before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$17,368 · 1.26%
2023$17,328 · 1.59%
2022$13,396 · 1.41%
Similar plansConstruction · Arizona
K. T. Fabrication, Inc. AZ$1.8M · 1.72%
Haxton Masonry, Inc. AZ$1.4M · 1.05%
Kaeko, Inc. AZ$1.4M
Revolution Industrial LLC AZ$1.3M · 2.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860946202 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.