Plan Ledger DOL Form 5500 · updated monthly

Lm & M Enterprises, Inc.401(k)

LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN · WINDSOR, CT · plan year 2022

Reported admin expense ratio · 2022
0.24%

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

Lm & M Enterprises, Inc. reported $3,836 in plan administrative expenses for 2022: 0.24% of average plan assets, below the peer median. Employer contributions averaged $517 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 health care & social assistance employers. By assets it is among the smaller plans on file in Connecticut (1,048th of 1,106), and 10,308th of 11,911 in health care & social assistance. In 2022, the employer put in $1.39 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$1,694,528
Participants with balances35
Active participants88
Employer contributions$45,496
Employee contributions$32,620
Employer contribution per active participant$517
Average account balance$48,415
Benefits paid to participants$38,368
Plan auditUnmodified (clean) audit opinion
AuditorFIONDELLA, MILONE & LASARACINA LLP
The Lm & M Enterprises, Inc. 401(k) match · 2022
Employer contribution per active participant$517
Median for plans this size$1,114

Lm & M Enterprises, 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$3,836 · 0.24%
Similar plansHealth Care & Social Assistance · Connecticut
Pursuecare LLC CT$1.8M · 0.46%
Arc of Southington CT$1.6M · 1.39%
March, Inc. of Manchester CT$1.5M · 0.45%
Columbia Dental, P.C. CT$1.3M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 451071366 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.