Lolly Therapeutics LLC401(k)
PEDIATRIC ADVANCED THERAPY 401(K) PROFIT SHARING PLAN AND TRUST · MOORESVILLE, NC · plan year 2023
Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works
Lolly Therapeutics LLC reported $3,228 in plan administrative expenses for 2023: 0.37% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 2.64% to 0.37%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in North Carolina (1,884th of 2,005), and 3,073rd of 3,341 in other services. active participation has shrunk from 105 to 82 since 2021.
Lolly Therapeutics LLC's 2023 employer contribution ran below the $522 median for plans its size, in the bottom 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.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
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Source: U.S. Department of Labor, Form 5500 series, EIN 464687452 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.