Plan Ledger DOL Form 5500 · updated monthly

Lodge Manufacturing Company401(k)

LODGE MANUFACTURING COMPANY DEFERRED PROFIT SHARING PLAN · SOUTH PITTSBURG, TN · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Lodge Manufacturing Company reported $31,013 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,107 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 2 years on file its reported administrative ratio rose from 0.00% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 301st-largest of 1,496 plans among Tennessee employers on file, and the 3,330th of 13,661 in manufacturing. In 2024, employees put in $1.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$46,308,726
Participants with balances609
Active participants525
Employer contributions$1,631,229
Employee contributions$1,919,647
Employer contribution per active participant$3,107
Average account balance$76,041
Benefits paid to participants$7,940,764
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Plan history3
Yearassets · accounts · employer contribution
2024$46.3M · 609 accts · $1.6M emplr
2023$44.6M · 592 accts · $1.8M emplr
2022$41.7M · 643 accts · $4.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,731
Investment management$20,282
Total administrative$31,013
The Lodge Manufacturing Company 401(k) match · 2024
Employer contribution per active participant$3,107
Median for plans this size$2,416
2024$3,107 per active participant
2023$3,786 per active participant
2022$9,054 per active participant

Lodge Manufacturing Company's 2024 employer contribution ran above the $2,416 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 · 20242
RESOURCES INVESTMENT ADVISORS, LLC · Investment management$20,282

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

Administrative cost history3
2024$31,013 · 0.07%
2023$6,155 · 0.01%
2022$781 · 0.00%
Same employer
Similar plansManufacturing · Tennessee
Gibson Brands, Inc. TN$53.5M · 0.25%
Ideal Clamp Products, Inc. TN$50.3M · 0.26%
Dura-Line LLC TN$49.4M · 0.48%
Magotteaux, Inc. TN$45.5M · 0.05%
The Juice Plus Company, LLC TN$44.1M · 0.58%
Hill Wiremasters TN$43.0M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620273720 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.