Plan Ledger DOL Form 5500 · updated monthly

Lumbermens Merchandising Corporation401(k)

LUMBERMENS MERCHANDISING CORPORATION SAVINGS AND RETIREMENT PLAN · WAYNE, PA · plan year 2023

Reported admin expense ratio · 2023
0.07%

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

Lumbermens Merchandising Corporation reported $70,500 in plan administrative expenses for 2023: 0.07% of average plan assets, below the peer median. Employer contributions averaged $11,315 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 has held roughly steady near 0.094%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other wholesale trade employers. By assets it is the 467th-largest of 3,651 plans among Pennsylvania employers on file, and the 407th of 4,246 in wholesale trade. In 2023, the employer put in $1.73 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$101,062,497
Participants with balances278
Active participants205
Employer contributions$2,319,551
Employee contributions$1,338,851
Employer contribution per active participant$11,315
Average account balance$363,534
Benefits paid to participants$7,196,294
Plan auditUnmodified (clean) audit opinion
AuditorRKL LLP
Plan history3
Yearassets · accounts · employer contribution
2024$99.1M · 296 accts · $2.5M emplr
2023$101.1M · 278 accts · $2.3M emplr
2022$90.4M · 275 accts · $2.1M emplr
The Lumbermens Merchandising Corporation 401(k) match · 2023
Employer contribution per active participant$11,315
Median for plans this size$3,659
2024$11,686 per active participant
2023$11,315 per active participant
2022$11,188 per active participant

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

Service providers · 20232
THE VANGUARD GROUP, INC. · Recordkeeping · Trustee (directed)$30,830
CAPTRUST · Consulting$40,000

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$93,875 · 0.09%
2023$70,500 · 0.07%
2022$93,150 · 0.09%
Same employer
Similar plansWholesale Trade · Pennsylvania
Ifm Efector, Inc. PA$109.5M · 0.03%
Omni Cable LLC PA$104.9M · 0.25%
Giorgio Foods, Inc. PA$101.7M · 0.28%
L.B. Foster Company PA$92.3M · 0.03%
D & H Distributing Co. PA$90.1M · 0.07%
Proconex PA$89.7M · 0.08%
Leedsworld, Inc. PA$84.1M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 230825150 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.