Plan Ledger DOL Form 5500 · updated monthly

Lucchese, Inc.401(k)

LUCCHESE INC. EMPLOYEE INVESTMENT PLAN · EL PASO, TX · plan year 2025

Reported admin expense ratio · 2025
0.97%

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

Lucchese, Inc. reported $74,625 in plan administrative expenses for 2025: 0.97% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,017 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 fell from 1.09% to 0.97%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Texas (3,307th of 5,688), and 9,458th of 13,661 in manufacturing. In 2025, employees put in $1.60 for every $1.00 the employer contributed; active participation has grown from 554 to 732 since 2022.

Plan summary
Net assets, end of year$8,476,995
Participants with balances454
Active participants732
Employer contributions$744,372
Employee contributions$1,191,551
Employer contribution per active participant$1,017
Average account balance$18,672
Benefits paid to participants$1,209,445
Plan auditUnmodified (clean) audit opinion
AuditorALEXANDER & WILLIAMS PLLC
Plan history4
Yearassets · accounts · employer contribution
2025$8.5M · 454 accts · $744K emplr
2024$6.9M · 374 accts · $588K emplr
2023$5.8M · 334 accts · $458K emplr
2022$4.4M · 280 accts · $216K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$49,710
Investment management$24,915
Total administrative$74,625
The Lucchese, Inc. 401(k) match · 2025
Employer contribution per active participant$1,017
Median for plans this size$1,464
2025$1,017 per active participant
2024$885 per active participant
2023$742 per active participant
2022$390 per active participant

Lucchese, Inc.'s 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
ADP, INC. · Recordkeeping · Loan processing$49,710
COMMONWEALTH EQUITY SERVICES, INC. · Recordkeeping · Trustee$22,335
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year3
2025ADP, COMMONWEALTH EQUITY SERVICES, INC.
2024ADP, COMMONWEALTH EQUITY SERVICES, INC.
2023ADP, COMMONWEALTH EQUITY SERVICES, INC.

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Administrative cost history4
2025$74,625 · 0.97%
2024$67,676 · 1.07%
2023$54,105 · 1.07%
2022$51,403 · 1.09%
Same employer
Similar plansManufacturing · Texas
Hunter Buildings, LLC TX$8.6M · 0.17%
Platinum Press Inc TX$8.4M · 0.48%
Pyco Industries, Inc. TX$8.4M · 0.73%
Sharp Iron Group, LLC TX$8.4M · 0.61%
Cs&P Technologies LP TX$8.4M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752769176 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.