Plan Ledger DOL Form 5500 · updated monthly

Lyons Trading Company LLC401(k)

LYONS TRADING COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST · ST. PAUL, MN · plan year 2023

Reported admin expense ratio · 2023
0.95%

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

Lyons Trading Company LLC reported $9,018 in plan administrative expenses for 2023: 0.95% of average plan assets, below the peer median. Employer contributions averaged $1,392 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 1,192 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Minnesota (1,867th of 1,918), and 4,160th of 4,246 in wholesale trade. In 2023, employees put in $5.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$870,400
Participants with balances53
Active participants20
Employer contributions$27,845
Employee contributions$144,359
Employer contribution per active participant$1,392
Average account balance$16,423
Benefits paid to participants$451,338
Plan auditUnmodified (clean) audit opinion
AuditorFROEHLING ANDERSON LTD
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$8,694
Investment management$324
Total administrative$9,018
The Lyons Trading Company LLC 401(k) match · 2023
Employer contribution per active participant$1,392
Median for plans this size$522

Lyons Trading Company LLC's 2023 employer contribution ran above the $522 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
AMERITAS LIFE INSURANCE CORP · Recordkeeping · Loan processing$2,724
MESIROW FINANCIAL INVESTMENT MANAGE · Investment advisory (plan)$324

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

Administrative cost history1
2023$9,018 · 0.95%
Similar plansWholesale Trade · Minnesota
Dedicated Networks, Inc. MN$2.4M · 0.53%
Solar Therapeutics MA$902K · 1.16%
Ci Distribution CA$881K · 0.57%
Lobster Trap Co Inc MA$878K · 0.88%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043848762 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.