Plan Ledger DOL Form 5500 · updated monthly

Lm Acquisition, Inc.401(k)

LM ACQUISITION INC. PROFIT SHARING 401K PLAN · HOLLAND, OH · plan year 2022

Reported admin expense ratio · 2022
0.03%

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

Lm Acquisition, Inc. reported $712 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Ohio (3,037th of 3,295), and 4,703rd of 5,215 in retail trade.

Plan summary
Net assets, end of year$1,855,324
Participants with balances25
Active participants178
Employer contributions$0
Employee contributions$109,405
Employer contribution per active participant$0
Average account balance$74,213
Benefits paid to participants$167,357
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$712
Total administrative$712
The Lm Acquisition, Inc. 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Lm Acquisition, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$712 · 0.03%
All plans at this employer2
LM ACQUISITION INC. PROFIT SHARING 401K PLAN401(k)
NEIGHBORHOOD FRESH EMPLOYEE STOCK OWNERSHIP PLANESOP
Similar plansRetail Trade · Ohio
Duncan Oil Company OH$2.3M · 0.48%
Maumee Valley Group OH$2.3M · 0.39%
Cronin Ford, Inc. OH$2.2M · 0.04%
David a. Flynn, Inc. OH$2.1M · 0.02%
Kempthorn Motors OH$1.6M · 0.95%
Matt Castrucci Inc OH$1.3M · 0.05%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 202858228 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.