Plan Ledger DOL Form 5500 · updated monthly

Lsa Associates, Inc.401(k)

LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Lsa Associates, Inc. reported $7,197 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,390 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 0.02% to 0.01%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,219th-largest of 9,483 plans among California employers on file, and the 1,873rd of 11,654 in professional & technical services. In 2024, employees put in $1.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$77,738,365
Participants with balances347
Active participants171
Employer contributions$408,660
Employee contributions$755,493
Employer contribution per active participant$2,390
Average account balance$224,030
Benefits paid to participants$3,482,919
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$77.7M · 347 accts · $409K emplr
2023$75.9M · 398 accts · $627K emplr
2022$67.9M · 390 accts · $503K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,197
Total administrative$7,197
The Lsa Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$2,390
Median for plans this size$3,635
2024$2,390 per active participant
2023$3,754 per active participant
2022$2,992 per active participant

Lsa Associates, Inc.'s 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
NEWPORT GROUP, INC. · Contract administrator · Recordkeeping$7,197

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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

Administrative cost history3
2024$7,197 · 0.01%
2023$15,808 · 0.02%
2022$13,842 · 0.02%
All plans at this employer2
LSA ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST401(k)
Same employer
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Komodo Health, Inc. CA$78.2M · 0.13%
Delinea Inc. CA$78.2M · 0.20%
Engeo Incorporated CA$77.8M · 0.07%
Pgh Wong Engineering, Inc. CA$77.6M · 0.16%
Santen, Inc. CA$77.0M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942341614 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.