Plan Ledger DOL Form 5500 · updated monthly

Luhr Crosby, LLCProfit-sharing plan

LUHR CROSBY, LLC EMPLOYEES PROFIT SHARING PLAN AND TRUST · COLUMBIA, IL · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Luhr Crosby, LLC reported $151,879 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $14,654 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 0.21% to 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 1,088th-largest of 3,702 plans among Illinois employers on file, and the 1,227th of 5,337 in construction.

Plan summary
Net assets, end of year$40,400,931
Participants with balances204
Active participants194
Employer contributions$2,842,871
Employee contributions—
Employer contribution per active participant$14,654
Average account balance$198,044
Benefits paid to participants$1,854,733
Plan auditUnmodified (clean) audit opinion
AuditorSFW PARTNERS LLC
Plan history3
Yearassets · accounts · employer contribution
2024$40.4M · 204 accts · $2.8M emplr
2023$35.7M · 189 accts · $2.5M emplr
2022$31.9M · 192 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Investment management$148,703
Total administrative$151,879
Employer contributions to the Luhr Crosby, LLC plan · 2024
Employer contribution per active participant$14,654
Median for plans this size$2,416
2024$14,654 per active participant
2023$14,206 per active participant
2022$6,622 per active participant

Luhr Crosby, 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 · 20245
FORVIS PRIVATE CLIENT · Investment advisory (participants) · Investment advisory (plan)$69,132
COLUMBIA MANAGEMENT INVESTMENT · Investment advisory (participants) · Investment advisory (plan)$30,274
CHANDLER ASSET MANAGEMENT · Investment advisory (participants) · Investment advisory (plan)$23,700
CIBC · Investment advisory (participants) · Investment advisory (plan)$17,353
ADELANTE CAPITAL MANAGEMENT · Investment advisory (participants) · Investment advisory (plan)$7,940

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$151,879 · 0.40%
2023$131,695 · 0.39%
2022$66,588 · 0.21%
Same employer
Similar plansConstruction · Illinois
Skender Group, LLC IL$44.0M · 0.16%
Steamfitters Local 439 IL$41.8M · 0.21%
Bulley and Andrews, LLC IL$35.0M · 0.19%
Armon, Inc. IL$34.4M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 871392081 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.