Plan Ledger DOL Form 5500 · updated monthly

Lumbermen's Brick & Supply Co.401(k)

FIREPLACE STONE & PATIO 401(K) PLAN · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Lumbermen's Brick & Supply Co. reported $45,145 in plan administrative expenses for 2024: 0.58% of average plan assets, above the peer median. Employer contributions averaged $1,380 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 rose from 0.34% to 0.58%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Nebraska (401st of 565), and 3,213th of 4,246 in wholesale trade. In 2024, employees put in $3.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,014,413
Participants with balances110
Active participants110
Employer contributions$151,778
Employee contributions$491,737
Employer contribution per active participant$1,380
Average account balance$72,858
Benefits paid to participants$1,411,268
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$8.0M · 110 accts · $152K emplr
2023$7.7M · 128 accts · $166K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,608
Investment management$9,537
Total administrative$45,145
The Lumbermen's Brick & Supply Co. 401(k) match · 2024
Employer contribution per active participant$1,380
Median for plans this size$1,313
2024$1,380 per active participant
2023$1,214 per active participant

Lumbermen's Brick & Supply Co.'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
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$9,537
BENEFIT PLANS INC. · Contract administrator$1,219
MMLISindirect comp

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

Administrative cost history2
2024$45,145 · 0.58%
2023$23,792 · 0.34%
Same employer
Similar plansWholesale Trade · Nebraska
Bosselman Energy, Inc. NE$12.7M · 0.65%
Westin Inc. NE$11.2M · 0.33%
Lift Solutions, Inc. NE$11.1M · 0.90%
Allied Oil & Tire Company NE$7.0M · 0.48%
Toba, Inc. NE$6.3M · 0.89%
Helget Gas Products, Inc. NE$3.3M · 1.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470226995 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.