Plan Ledger DOL Form 5500 · updated monthly

Lonestar II Management Company LLC401(k)

LONESTAR II MANAGEMENT COMPANY LLC 401(K) PLAN · PRINCETON, NJ · plan year 2022

Reported admin expense ratio · 2022
0.25%

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

Lonestar II Management Company LLC reported $38,723 in plan administrative expenses for 2022: 0.25% of average plan assets, below the peer median. Employer contributions averaged $11,525 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 has held roughly steady near 0.250%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is the 1,192nd-largest of 2,419 plans among New Jersey employers on file, and 344th of 612 in mining, oil & gas extraction. In 2022, employees put in $1.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,997,700
Participants with balances204
Active participants174
Employer contributions$2,005,263
Employee contributions$2,260,779
Employer contribution per active participant$11,525
Average account balance$78,420
Benefits paid to participants$291,288
Plan auditUnmodified (clean) audit opinion
AuditorJMM CPA
Plan history2
Yearassets · accounts · employer contribution
2023$5.4M · 78 accts · $1.6M emplr
2022$16.0M · 204 accts · $2.0M emplr
Administrative expenses, itemized · 2022
Professional / advisory$11,943
Total administrative$38,723
The Lonestar II Management Company LLC 401(k) match · 2022
Employer contribution per active participant$11,525
Median for plans this size$2,266

Lonestar II Management Company LLC's 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$26,826 · 0.25%
2022$38,723 · 0.25%
Similar plansMining, Oil & Gas Extraction · New Jersey
Stone Industries, Inc. NJ$25.4M · 0.37%
Earthstone Operating, LLC TX$16.4M · 0.34%
Elementia USA LLC TX$16.4M · 0.33%
Blue Mountain Energy, Inc. UT$16.1M · 0.05%
Blue Water Industries LLC FL$15.8M · 0.73%
Scandrill, Inc. TX$15.8M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 852496953 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.