Plan Ledger DOL Form 5500 · updated monthly

Lohmann Corporation, U.S.401(k)

LOHMANN CORPORATION U.S. 401(K) PROFIT SHARING PLAN · HEBRON, KY · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Lohmann Corporation, U.S. reported $1,905 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,971 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 fell from 0.03% to 0.02%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Kentucky (476th of 871), and 8,840th of 13,661 in manufacturing. In 2024, employees put in $2.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,876,898
Participants with balances110
Active participants91
Employer contributions$270,369
Employee contributions$564,423
Employer contribution per active participant$2,971
Average account balance$89,790
Benefits paid to participants$349,157
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.9M · 110 accts · $270K emplr
2023$8.2M · 113 accts · $278K emplr
2022$6.5M · 115 accts · $239K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,905
Total administrative$1,905
The Lohmann Corporation, U.S. 401(k) match · 2024
Employer contribution per active participant$2,971
Median for plans this size$1,313
2024$2,971 per active participant
2023$3,023 per active participant
2022$2,518 per active participant

Lohmann Corporation, U.S.'s 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ASCENSUS LLC · Loan processing · Recordkeeping$1,005
UNITED OF OMAHA · Recordkeeping · Loan processing$900

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

Recordkeeper by year2
2024Ascensus, Mutual of Omaha
2023Mutual of Omaha

This plan has changed recordkeepers within these filings. If you left Lohmann Corporation, U.S. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,905 · 0.02%
2023$2,050 · 0.03%
2022$2,000 · 0.03%
Same employer
Similar plansManufacturing · Kentucky
V.G. Reed & Sons, Inc. KY$10.4M · 0.02%
Aisan Industries Kentucky KY$10.3M · 0.69%
Merrick Hardwoods, Inc. KY$10.1M · 0.23%
Jewel-Craft, Inc. KY$9.9M · 0.97%
Fischer Industries, LLC KY$9.8M · 0.62%
Fischbach USA, Inc. KY$9.7M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232406428 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.