Plan Ledger DOL Form 5500 · updated monthly

US Lbm, LLC401(k)

US LBM HOLDINGS, LLC 401(K) PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

US Lbm, LLC reported $1,078,081 in plan administrative expenses for 2024: 0.19% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,092 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 1 year on file its reported administrative ratio fell from 0.23% to 0.19%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other wholesale trade employers. By assets it is the 63rd-largest of 2,160 plans among Georgia employers on file, and the 83rd of 4,246 in wholesale trade. In 2024, employees put in $3.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$620,370,922
Participants with balances17,132
Active participants13,254
Employer contributions$14,478,481
Employee contributions$51,932,605
Employer contribution per active participant$1,092
Average account balance$36,211
Benefits paid to participants$74,637,483
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$620.4M · 17,132 accts · $14.5M emplr
2023$544.5M · 15,439 accts · $14.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,078,081
Total administrative$1,078,081
The US Lbm, LLC 401(k) match · 2024
Employer contribution per active participant$1,092
Median for plans this size$4,294
2024$1,092 per active participant
2023$1,100 per active participant

US Lbm, LLC's 2024 employer contribution ran below the $4,294 median for plans its size, in the bottom 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 · 20246
TRANSAMERICA RETIREMENT SOLUTIONS, · Recordkeeping · Loan processing$978,182
RETIREMENT MANAGEMENT SERVICES, LLC · Recordkeeping · Loan processing$73,920
CAPTRUST FINANCIAL ADVISORS · Investment advisory (plan)$73,875
KATZ SAPPER & MILLER · Accounting / audit$59,652
ENVESTNET RETIREMENT SOLUTIONS · Investment advisory (plan)$26,014
MML INVESTORS SERVICES, LLC · Insurance broker · Insurance servicesindirect comp

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

Recordkeeper by year2
2024RETIREMENT MANAGEMENT SERVICES, LLC, Transamerica
2023RETIREMENT MANAGEMENT SERVICES, LLC, Transamerica

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Administrative cost history2
2024$1,078,081 · 0.19%
2023$1,139,875 · 0.23%
Similar plansWholesale Trade · Georgia
Veritiv Operating Company GA$1.3B · 0.04%
Veritiv Corporation GA$1.2B · 0.08%
Mercedes-Benz USA, LLC GA$1.1B · 0.10%
Hd Supply GA$556.3M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 883219071 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.