Plan Ledger DOL Form 5500 · updated monthly

Lmlc Operations LLC401(k)

LMLC OPERATIONS LLC RETIREMENT PLAN AND TRUST · BOZEMAN, MT · plan year 2024

Reported admin expense ratio · 2024
0.61%

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

Lmlc Operations LLC reported $227,870 in plan administrative expenses for 2024: 0.61% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,194 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 25th-largest of 229 plans among Montana employers on file, and the 300th of 2,096 in real estate & leasing. In 2024, employees put in $2.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$47,523,417
Participants with balances1,540
Active participants2,225
Employer contributions$2,655,986
Employee contributions$5,457,895
Employer contribution per active participant$1,194
Average account balance$30,859
Benefits paid to participants$2,753,637
Plan auditUnmodified (clean) audit opinion
AuditorRUDD & COMPANY, PLLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$167,851
Investment management$60,019
Total administrative$227,870
The Lmlc Operations LLC 401(k) match · 2024
Employer contribution per active participant$1,194
Median for plans this size$2,416

Lmlc Operations LLC's 2024 employer contribution ran below the $2,416 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$167,851
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$52,503
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$7,516

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

Administrative cost history1
2024$227,870 · 0.61%
Same employer
Similar plansReal Estate & Leasing · Montana
Futura Title & Escrow, LLC ID$48.2M · 0.14%
Selig Enterprises, Inc. GA$47.7M · 0.08%
Village Green Holding, LLC MI$47.6M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 933834011 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.