Plan Ledger DOL Form 5500 · updated monthly

Lohmiller and Company401(k)

LOHMILLER & COMPANY 401(K) PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.65%

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

Lohmiller and Company reported $147,284 in plan administrative expenses for 2024: 0.65% of average plan assets, higher than ~90% of peers. Employer contributions averaged $5,858 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 0.47% to 0.65%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 425th-largest of 1,461 plans among Colorado employers on file, and the 1,579th of 4,246 in wholesale trade. In 2024, employees put in $1.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,007,837
Participants with balances392
Active participants202
Employer contributions$1,183,403
Employee contributions$1,516,534
Employer contribution per active participant$5,858
Average account balance$63,796
Benefits paid to participants$1,284,276
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.0M · 392 accts · $1.2M emplr
2023$20.5M · 380 accts · $988K emplr
2022$17.4M · 334 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,918
Investment management$129,366
Total administrative$147,284
The Lohmiller and Company 401(k) match · 2024
Employer contribution per active participant$5,858
Median for plans this size$2,416
2024$5,858 per active participant
2023$4,891 per active participant
2022$5,847 per active participant

Lohmiller and Company's 2024 employer contribution ran above the $2,416 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$17,918
UBS FINANCIAL SERVICES INC. · Investment advisory (plan)$129,366

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
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$147,284 · 0.65%
2023$121,614 · 0.64%
2022$89,168 · 0.47%
Same employer
Similar plansWholesale Trade · Colorado
Rio Grande Co. CO$31.4M · 0.12%
Bonakemi USA, Inc. CO$30.4M · 0.37%
Solaray LLC CO$24.9M · 0.44%
Mikron Corp Monroe CO$24.8M · 0.04%
Honnen Equipment Company CO$24.0M · 0.21%
Workplace Elements CO$22.2M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841153193 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.