Plan Ledger DOL Form 5500 · updated monthly

U.S. Lime & Minerals, Inc.401(k)

U.S. LIME & MINERALS, INC. 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

U.S. Lime & Minerals, Inc. reported $45,393 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $1,336 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 rose from 0.01% to 0.31%. 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 2,313th-largest of 5,688 plans among Texas employers on file, and the 6,727th of 13,661 in manufacturing. In 2024, employees put in $3.04 for every $1.00 the employer contributed; active participation has grown from 189 to 209 since 2022.

Plan summary
Net assets, end of year$16,270,049
Participants with balances152
Active participants209
Employer contributions$279,158
Employee contributions$849,493
Employer contribution per active participant$1,336
Average account balance$107,040
Benefits paid to participants$1,574,801
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.3M · 152 accts · $279K emplr
2023$13.0M · 156 accts · $257K emplr
2022$10.9M · 163 accts · $230K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,393
Total administrative$45,393
The U.S. Lime & Minerals, Inc. 401(k) match · 2024
Employer contribution per active participant$1,336
Median for plans this size$2,416
2024$1,336 per active participant
2023$1,258 per active participant
2022$1,219 per active participant

U.S. Lime & Minerals, Inc.'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 · 20242
ADP, INC. · Loan processing · Recordkeeping$31,517
GRANT THORNTON LLP · Recordkeeping · Pension consulting$13,876

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

Recordkeeper by year2
2024ADP, GRANT THORNTON LLP
2023ADP, GRANT THORNTON LLP

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

Administrative cost history3
2024$45,393 · 0.31%
2023$30,316 · 0.25%
2022$1,105 · 0.01%
Same employer
Similar plansManufacturing · Texas
Holloway Houston, Inc. TX$16.6M · 0.04%
Sharon Young, Inc. TX$16.4M · 0.33%
Spitzer Industries, Inc. TX$16.3M · 0.57%
Tjl Industries Inc TX$16.1M · 0.33%
Danhil Containers II, LTD. TX$16.1M · 0.58%
Trussway Holdings, Inc. TX$16.0M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 750789226 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.