Plan Ledger DOL Form 5500 · updated monthly

Lyndon Institute401(k)

LYNDON INSTITUTE, INC. 401(K) PLAN · LYNDON CENTER, VT · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Lyndon Institute reported $15,951 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $1,122 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 0.48% to 0.26%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Vermont (173rd of 230), and 2,391st of 3,091 in educational services. In 2024, employees put in $1.21 for every $1.00 the employer contributed; active participation has grown from 98 to 188 since 2022.

Plan summary
Net assets, end of year$6,365,850
Participants with balances176
Active participants188
Employer contributions$210,953
Employee contributions$255,690
Employer contribution per active participant$1,122
Average account balance$36,170
Benefits paid to participants$601,130
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.4M · 176 accts · $211K emplr
2023$5.7M · 228 accts · $198K emplr
2022$5.2M · 209 accts · $191K emplr
The Lyndon Institute 401(k) match · 2024
Employer contribution per active participant$1,122
Median for plans this size$1,313
2024$1,122 per active participant
2023$1,209 per active participant
2022$1,952 per active participant

Lyndon Institute'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 · 20241

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$15,951 · 0.26%
2023$24,859 · 0.45%
2022$22,880 · 0.48%
Similar plansEducational Services · Vermont
The Putney School VT$21.2M · 0.12%
Vermont Academy VT$18.8M · 0.01%
Goddard College VT$13.5M · 0.00%
Revolution Prep, LLC. CA$6.4M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 030182055 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.