Plan Ledger DOL Form 5500 · updated monthly

Lynd Management Group LLC401(k)

LYND MANAGEMENT GROUP LLC 401(K) PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
2.11%

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

Lynd Management Group LLC reported $35,324 in plan administrative expenses for 2024: 2.11% of average plan assets, higher than ~90% of peers. Employer contributions averaged $686 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 fell from 2.53% to 2.11%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Texas (4,941st of 5,688), and 1,863rd of 2,096 in real estate & leasing. In 2024, employees put in $2.48 for every $1.00 the employer contributed; active participation has grown from 203 to 236 since 2022.

Plan summary
Net assets, end of year$1,954,066
Participants with balances222
Active participants236
Employer contributions$161,946
Employee contributions$401,738
Employer contribution per active participant$686
Average account balance$8,802
Benefits paid to participants$174,869
Plan auditUnmodified (clean) audit opinion
AuditorSOL SCHWARTZ & ASSOCIATES P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$2.0M · 222 accts · $162K emplr
2023$1.4M · 189 accts · $146K emplr
2022$927K · 171 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,324
Total administrative$35,324
The Lynd Management Group LLC 401(k) match · 2024
Employer contribution per active participant$686
Median for plans this size$1,313
2024$686 per active participant
2023$693 per active participant

Lynd Management Group LLC's 2024 employer contribution ran below 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$35,324
NEW YORK LIFE SECURITIES · Other servicesindirect comp

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$35,324 · 2.11%
2023$26,030 · 2.24%
2022$24,318 · 2.53%
Same employer
Similar plansReal Estate & Leasing · Texas
Frontline Anterra, LLC TX$2.0M · 1.11%
Pjc Investments LLC TX$2.0M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 873955337 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.