Plan Ledger DOL Form 5500 · updated monthly

Lmi Consulting LLC401(k)

LMI 401(K) PLAN · TYSONS, VA · plan year 2025

Reported admin expense ratio · 2025
0.07%

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

Lmi Consulting LLC reported $355,751 in plan administrative expenses for 2025: 0.07% of average plan assets, below the peer median. Employer contributions averaged $7,669 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 3 years on file its reported administrative ratio fell from 0.08% to 0.07%. The plan sits in the $250M–$1B size bracket, benchmarked here against 230 comparable plans and shown alongside other professional & technical services employers. By assets it is the 71st-largest of 2,266 plans among Virginia employers on file, and the 340th of 11,654 in professional & technical services. In 2025, employees put in $1.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$524,557,173
Participants with balances3,521
Active participants2,412
Employer contributions$18,498,127
Employee contributions$29,000,065
Employer contribution per active participant$7,669
Average account balance$148,980
Benefits paid to participants$54,320,398
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$524.6M · 3,521 accts · $18.5M emplr
2024$448.7M · 3,543 accts · $17.9M emplr
2023$373.5M · 3,382 accts · $15.6M emplr
2022$294.3M · 2,977 accts · $13.3M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$205,086
Investment management$150,665
Total administrative$355,751
The Lmi Consulting LLC 401(k) match · 2025
Employer contribution per active participant$7,669
Median for plans this size$4,295
2025$7,669 per active participant
2024$6,733 per active participant
2023$6,327 per active participant
2022$5,773 per active participant

Lmi Consulting LLC's 2025 employer contribution ran above the $4,295 median for plans its size, placing it in the top 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
FID INV INST OPS CO · Claims processing · Recordkeeping$223,102
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$80,665
MERCER INVESTMENTS LLC · Investment advisory (plan)$70,000

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

Recordkeeper by year3
2025Fidelity
2024Fidelity
2023Fidelity

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Administrative cost history4
2025$355,751 · 0.07%
2024$320,057 · 0.08%
2023$269,354 · 0.08%
2022$263,600 · 0.08%
Same employer
Similar plansProfessional & Technical Services · Virginia
Serco Inc. VA$744.1M · 0.19%
Sophia, L.P. VA$660.3M · 0.04%
Constellis 401(K) Plan VA$643.6M · 0.17%
Zeta Associates VA$589.9M
Dewberry Engineers Inc. VA$511.3M · 0.05%
Presidio LLC VA$468.8M · 0.12%
Privia Health LLC VA$462.5M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 844249629 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.