Plan Ledger DOL Form 5500 · updated monthly

Ljt & Associates, Inc.ESOP

LJT & ASSOCIATES, INC. PROFIT SHARING PLAN · COLORADO SPRINGS, CO · plan year 2022

Reported admin expense ratio · 2022
6.46%

Ljt & Associates, Inc. reported $19,312 in plan administrative expenses for 2022: 6.46% of average plan assets, higher than ~90% of peers. 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 6.46% to 4.15%. The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Colorado (1,426th of 1,461), and 11,503rd of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$289,436
Participants with balances212
Active participants0
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$1,365
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$263K · 212 accts
2023$274K · 212 accts
2022$289K · 212 accts
Administrative expenses, itemized · 2022
Professional / advisory$19,312
Total administrative$19,312
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$11,140 · 4.15%
2023$15,208 · 5.40%
2022$19,312 · 6.46%
Similar plansProfessional & Technical Services · Colorado
Altitude Energy LLC CO$1.1M · 1.33%
Cience Technologies Inc. CO$539K · 0.55%
Mps Management LLC CO$245K · 2.48%
Jcj National Security LLC CO$212K · 0.91%
Workforce Insight, LLC CO$188K · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 631148956 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.