Plan Ledger DOL Form 5500 · updated monthly

Lusa Holdings LLC401(k)

LUSA HOLDINGS LLC 401(K) PLAN · AUSTIN, TX · plan year 2022

Reported admin expense ratio · 2022
0.73%

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

Lusa Holdings LLC reported $1,600 in plan administrative expenses for 2022: 0.73% of average plan assets, below the peer median. Employer contributions averaged $106 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Texas (5,581st of 5,688), and 2,426th of 2,534 in administrative & support services. In 2022, employees put in $5.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$228,355
Participants with balances33
Active participants227
Employer contributions$24,065
Employee contributions$122,654
Employer contribution per active participant$106
Average account balance$6,920
Benefits paid to participants$87,473
Plan auditUnmodified (clean) audit opinion
AuditorHUGHES PITTMAN & GUPTON LLP
The Lusa Holdings LLC 401(k) match · 2022
Employer contribution per active participant$106
Median for plans this size$331

Lusa Holdings LLC's 2022 employer contribution ran below the $331 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,600 · 0.73%
Similar plansAdministrative & Support Services · Texas
Wts Energy USA LLC TX$134K · 1.93%
Indeed Flex, Inc. TX$96K · 6.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260720096 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.