Plan Ledger DOL Form 5500 · updated monthly

The Lyman Group, Inc.401(k)

THE LYMAN GROUP 401(K) PROFIT SHARING PLAN · WOODLAND, CA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

The Lyman Group, Inc. reported $38,377 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $4,884 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 0.24% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 3,181st-largest of 9,483 plans among California employers on file, and the 5,239th of 13,661 in manufacturing. In 2024, employees put in $1.58 for every $1.00 the employer contributed; active participation has grown from 99 to 112 since 2022.

Plan summary
Net assets, end of year$24,165,633
Participants with balances133
Active participants112
Employer contributions$547,039
Employee contributions$862,677
Employer contribution per active participant$4,884
Average account balance$181,696
Benefits paid to participants$3,718,337
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.2M · 133 accts · $547K emplr
2023$23.6M · 119 accts · $477K emplr
2022$19.4M · 127 accts · $509K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,093
Investment management$3,484
Audit (IQPA)$16,800
Total administrative$38,377
The The Lyman Group, Inc. 401(k) match · 2024
Employer contribution per active participant$4,884
Median for plans this size$2,416
2024$4,884 per active participant
2023$4,628 per active participant
2022$5,145 per active participant

The Lyman Group, Inc.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
KCOE ISOM, LLP · Accounting / audit$16,800

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$38,377 · 0.16%
2023$37,244 · 0.17%
2022$44,069 · 0.24%
Similar plansManufacturing · California
Indie LLC CA$24.5M · 0.42%
Organicgirl, LLC CA$24.4M · 0.01%
Palomar Technologies, Inc. CA$24.3M · 0.18%
John Boyd Enterprises Inc CA$24.2M · 0.42%
Emerald Packaging, Inc. CA$24.0M · 0.35%
Wei-Chuan, U.S.A., Inc. CA$24.0M · 0.97%
Asahi Intecc USA, Inc. CA$24.0M · 0.67%
R & S Erection, Inc. CA$23.7M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941561366 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.