Plan Ledger DOL Form 5500 · updated monthly

Lt Holdings, Inc.401(k)

LIQUID TRUCKING COMPANIES 401(K) PROFIT SHARING PLAN · PLATTSMOUTH, NE · plan year 2024

Reported admin expense ratio · 2024
0.90%

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

Lt Holdings, Inc. reported $79,361 in plan administrative expenses for 2024: 0.90% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,389 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 0.80% to 0.90%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Nebraska (366th of 565), and the 1,170th of 2,677 in transportation & warehousing. In 2024, employees put in $2.80 for every $1.00 the employer contributed; active participation has grown from 214 to 243 since 2022.

Plan summary
Net assets, end of year$9,877,839
Participants with balances276
Active participants243
Employer contributions$337,522
Employee contributions$944,425
Employer contribution per active participant$1,389
Average account balance$35,789
Benefits paid to participants$382,105
Plan auditUnmodified (clean) audit opinion
AuditorFRANKEL, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$9.9M · 276 accts · $338K emplr
2023$7.8M · 247 accts · $307K emplr
2022$6.3M · 259 accts · $277K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$72,731
Audit (IQPA)$6,630
Total administrative$79,361
The Lt Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$1,389
Median for plans this size$1,313
2024$1,389 per active participant
2023$1,357 per active participant
2022$1,293 per active participant

Lt Holdings, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20244
JOHN HANCOCK RETIREMENT PLAN SVCS · Recordkeeping · Loan processing$488
USI ADVISORS INC · Investment advisory (plan)$41,778
CAPITAL GROUP RETIREMENT PLAN SERVI$26,377
PENSION ADMINISTRATORS LLC · Contract administrator$9,698

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

Administrative cost history3
2024$79,361 · 0.90%
2023$50,298 · 0.71%
2022$52,419 · 0.80%
Same employer
Similar plansTransportation & Warehousing · Nebraska
H&M Trucking, Inc. NE$20.1M · 0.04%
Grand Island Express, Inc. NE$14.7M · 0.30%
Sunrise Express, Inc. NE$4.8M · 0.12%
Busco, Inc. NE$4.4M · 1.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 852789649 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.