Plan Ledger DOL Form 5500 · updated monthly

Luck Stone Corporation401(k)

LUCK STONE CORPORATION 401(K) PLAN · MANAKIN-SABOT, VA · plan year 2023

Reported admin expense ratio · 2023
0.14%

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

Luck Stone Corporation reported $216,916 in plan administrative expenses for 2023: 0.14% of average plan assets, above the peer median. Employer contributions averaged $5,301 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 1 year on file its reported administrative ratio fell from 0.17% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is the 175th-largest of 2,266 plans among Virginia employers on file, and the 77th of 612 in mining, oil & gas extraction. In 2023, employees put in $1.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$174,476,858
Participants with balances1,161
Active participants985
Employer contributions$5,221,016
Employee contributions$9,368,993
Employer contribution per active participant$5,301
Average account balance$150,282
Benefits paid to participants$12,490,073
Plan auditUnmodified (clean) audit opinion
AuditorPB MARES,LLP
Plan history2
Yearassets · accounts · employer contribution
2023$174.5M · 1,161 accts · $5.2M emplr
2022$134.4M · 1,125 accts · $4.7M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$83,961
Investment management$6,925
Audit (IQPA)$12,500
Trustee / custodial$58,650
Total administrative$216,916
The Luck Stone Corporation 401(k) match · 2023
Employer contribution per active participant$5,301
Median for plans this size$3,659
2023$5,301 per active participant
2022$4,966 per active participant

Luck Stone Corporation's 2023 employer contribution ran above the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$142,656
MERCER INVESTMENT CONSULTING · Investment management$54,880
PBMARES LLP · Accounting / audit$19,425

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

Administrative cost history2
2023$216,916 · 0.14%
2022$223,897 · 0.17%
Same employer
Similar plansMining, Oil & Gas Extraction · Virginia
The Brink's Company VA$508.3M · 0.09%
Genesis Energy, LLC TX$184.7M · 0.06%
Frank's International, LLC TX$179.1M · 0.08%
Thiele Kaolin Company GA$174.1M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540630628 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.