Plan Ledger DOL Form 5500 · updated monthly

Lyons Magnus, LLC401(k)

LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN · FRESNO, CA · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Lyons Magnus, LLC reported $251,687 in plan administrative expenses for 2024: 0.49% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,705 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 0.49%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,668th-largest of 9,483 plans among California employers on file, and the 755th of 4,246 in wholesale trade. In 2024, employees put in $2.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$54,028,634
Participants with balances1,033
Active participants898
Employer contributions$1,530,869
Employee contributions$3,809,764
Employer contribution per active participant$1,705
Average account balance$52,303
Benefits paid to participants$7,953,019
Plan auditUnmodified (clean) audit opinion
AuditorYULISHANA, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$54.0M · 1,033 accts · $1.5M emplr
2023$49.6M · 1,150 accts · $1.4M emplr
2022$48.1M · 1,130 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$205,176
Investment management$44,821
Total administrative$251,687
The Lyons Magnus, LLC 401(k) match · 2024
Employer contribution per active participant$1,705
Median for plans this size$3,635
2024$1,705 per active participant
2023$1,330 per active participant
2022$1,459 per active participant

Lyons Magnus, LLC's 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (plan)$40,000
EMPOWER ADVISORY GROUP, LLC · Investment management$4,821
CARLSON, QUINN & ASSOCIATES · Contract administratorindirect 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$251,687 · 0.49%
2023$208,144 · 0.43%
2022$243,801 · 0.47%
Same employer
Similar plansWholesale Trade · California
Sunrider International CA$54.7M · 0.01%
Emser Tile, LLC CA$54.3M · 0.34%
Sakura Finetek USA, Inc. CA$53.8M · 0.09%
Mag Brand Group, LLC CA$53.4M · 0.61%
Fff Enterprises, Inc. CA$53.0M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 822966358 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.