Plan Ledger DOL Form 5500 · updated monthly

Lodging & Leisure Investments, LLC401(k)

LODGING & LEISURE 401(K) PLAN · BILOXI, MS · plan year 2022

Reported admin expense ratio · 2022
2.86%

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

Lodging & Leisure Investments, LLC reported $13,653 in plan administrative expenses for 2022: 2.86% of average plan assets, higher than ~75% of peers. Employer contributions averaged $218 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Mississippi (355th of 367), and 1,895th of 2,240 in accommodation & food services. In 2022, employees put in $2.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$531,299
Participants with balances76
Active participants310
Employer contributions$67,496
Employee contributions$178,528
Employer contribution per active participant$218
Average account balance$6,991
Benefits paid to participants$33,558
Plan auditUnmodified (clean) audit opinion
AuditorNAIL MCKINNEY, PA
The Lodging & Leisure Investments, LLC 401(k) match · 2022
Employer contribution per active participant$218
Median for plans this size$331

Lodging & Leisure Investments, LLC's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$13,653 · 2.86%
Similar plansAccommodation & Food Services · Mississippi
Perimeter Foods MS$1.5M · 0.07%
Mr. Hospitality Group LLC FL$535K · 3.14%
Hot & Spicy Holdings, LLC TN$532K · 1.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463444928 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.