Plan Ledger DOL Form 5500 · updated monthly

Lsq Group Holdings, LLC401(k)

LSQ GROUP HOLDINGS LLC 401(K) PLAN · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Lsq Group Holdings, LLC reported $54,644 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $6,922 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 3 years on file its reported administrative ratio has held roughly steady near 0.392%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,406th-largest of 3,644 plans among Florida employers on file, and 3,549th of 4,798 in finance & insurance. In 2024, employees put in $2.20 for every $1.00 the employer contributed; active participation has shrunk from 130 to 73 since 2022.

Plan summary
Net assets, end of year$14,377,865
Participants with balances129
Active participants73
Employer contributions$505,328
Employee contributions$1,111,958
Employer contribution per active participant$6,922
Average account balance$111,456
Benefits paid to participants$3,072,687
Plan auditUnmodified (clean) audit opinion
AuditorBKHM, PA
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $134K emplr
2024$14.4M · 129 accts · $505K emplr
2023$13.5M · 166 accts · $732K emplr
2022$10.7M · 169 accts · $656K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,252
Investment management$45,392
Total administrative$54,644
The Lsq Group Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$6,922
Median for plans this size$2,416
2024$6,922 per active participant
2023$7,544 per active participant
2022$5,049 per active participant

Lsq Group Holdings, LLC'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 · 20244
ADVUS FINANCIAL PARTNERS LLC · Investment advisory (plan)$43,653
EMPOWER ADVISORY GROUP, LLC · Investment management$1,739
LSQ GROUP HOLDINGS LLC DBA LSQ FUND$1,000

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

Administrative cost history4
2025Not separately reported
2024$54,644 · 0.39%
2023$45,129 · 0.37%
2022$45,027 · 0.39%
Similar plansFinance & Insurance · Florida
McCoy Federal Credit Union FL$15.8M · 0.07%
Citizens Bank & Trust FL$15.1M · 0.58%
Transferwise, Inc. FL$14.8M · 1.06%
Envision Credit Union FL$14.3M · 0.13%
We Florida Financial FL$14.1M · 0.39%
Gulf Winds Credit Union FL$14.1M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473457416 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.