Plan Ledger DOL Form 5500 · updated monthly

Lmr Services LLC401(k)

LONG MEADOW RANCH 401(K) PLAN · SAINT HELENA, CA · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Lmr Services LLC reported $33,440 in plan administrative expenses for 2024: 0.52% of average plan assets, below the peer median. Employer contributions averaged $1,868 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 1 year on file its reported administrative ratio rose from 0.39% to 0.52%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in California (6,326th of 9,483), and 553rd of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,015,623
Participants with balances108
Active participants152
Employer contributions$283,878
Employee contributions$432,633
Employer contribution per active participant$1,868
Average account balance$64,959
Benefits paid to participants$339,646
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$7.0M · 108 accts · $284K emplr
2023$5.8M · 102 accts · $294K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,327
Investment management$20,113
Total administrative$33,440
The Lmr Services LLC 401(k) match · 2024
Employer contribution per active participant$1,868
Median for plans this size$1,313
2024$1,868 per active participant
2023$4,816 per active participant

Lmr Services LLC's 2024 employer contribution ran above the $1,313 median for plans its size. 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
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$18,897
RESOURCES INVESTMENT ADVISORS, LLC · Investment management$1,216

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

Administrative cost history2
2024$33,440 · 0.52%
2023$20,210 · 0.39%
Same employer
Similar plansAgriculture, Forestry & Fishing · California
Blazerwilkinsongee, LLC CA$7.6M · 0.08%
Four Star Management, LLC CA$7.5M · 0.84%
Greenheart Farms, Inc. CA$7.2M · 0.41%
Sunridge Nurseries, Inc. CA$6.8M · 0.61%
Neil Bassetti Farms CA$6.8M · 0.06%
Villa Park Orchards CA$6.6M · 0.64%
Norman's Nursery, Inc. CA$6.6M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364856570 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.