Plan Ledger DOL Form 5500 · updated monthly

Norton Lilly International US401(k)

NORTON LILLY INTERNATIONAL RETIREMENT PLAN · MOBILE, AL · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Norton Lilly International US reported $127,943 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $1,447 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 163rd-largest of 902 plans among Alabama employers on file, and the 418th of 2,677 in transportation & warehousing. In 2024, employees put in $4.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$43,479,771
Participants with balances759
Active participants475
Employer contributions$687,093
Employee contributions$3,184,658
Employer contribution per active participant$1,447
Average account balance$57,286
Benefits paid to participants$2,694,075
Plan auditUnmodified (clean) audit opinion
AuditorSMITH DUKES & BUCKALEW LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,082
Investment management$85,861
Total administrative$127,943
The Norton Lilly International US 401(k) match · 2024
Employer contribution per active participant$1,447
Median for plans this size$2,416

Norton Lilly International US's 2024 employer contribution ran below 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
ADP, INC. · Loan processing · Recordkeeping$85,861
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$42,082
ADP BROKER-DEALER · 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 history1
2024$127,943 · 0.32%
Similar plansTransportation & Warehousing · Alabama
Aaa Cooper Transportation AL$276.4M · 0.18%
The Cooper Group, Inc. AL$101.6M · 0.18%
Parker Towing Company, Inc. AL$45.0M · 0.02%
Garrison, Inc. AL$28.3M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 331867440 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.