Plan Ledger DOL Form 5500 · updated monthly

National Lime & Stone Company401(k)

NATIONAL LIME & STONE COMPANY EMPLOYEES' 401(K) PLAN · FINDLAY, OH · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

National Lime & Stone Company reported $144,202 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $3,031 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 0.32% to 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is the 630th-largest of 3,295 plans among Ohio employers on file, and the 171st of 612 in mining, oil & gas extraction. In 2024, employees put in $2.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$52,773,668
Participants with balances434
Active participants393
Employer contributions$1,191,246
Employee contributions$2,493,306
Employer contribution per active participant$3,031
Average account balance$121,598
Benefits paid to participants$4,405,377
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$52.8M · 434 accts · $1.2M emplr
2023$46.4M · 418 accts · $1.1M emplr
2022$38.0M · 402 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$68,150
Investment management$51,452
Audit (IQPA)$24,600
Total administrative$144,202
The National Lime & Stone Company 401(k) match · 2024
Employer contribution per active participant$3,031
Median for plans this size$2,416
2024$3,031 per active participant
2023$3,035 per active participant
2022$2,823 per active participant

National Lime & Stone Company's 2024 employer contribution ran above the $2,416 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 · 20243
SCHWAB RETIREMENT PLAN SERVICES INC · Recordkeeping · Investment advisory (participants)$69,353
HIGHLAND CONSULTING ASSOCIATES · Investment management$50,149
WILLIAM VAUGHAN COMPANY · Accounting / audit$24,600

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$144,202 · 0.29%
2023$110,714 · 0.26%
2022$136,079 · 0.32%
Same employer
Similar plansMining, Oil & Gas Extraction · Ohio
Cleveland-Cliffs Inc. OH$255.2M · 0.04%
Covia Holdings LLC OH$247.1M · 0.08%
Northshore Mining Company OH$145.5M · 0.05%
R.W. Sidley, Inc. OH$15.3M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 344312430 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.