Employers › LMI Aerospace
Recordkeeping fees per participant · LMI Aerospace, Inc. Profit Sharing and Savings Plan and Trust · plan year 2024
$97.95
Higher than 72% of the 5,847 plans $50 to 250M that report it.
= $169,349 / 1,729
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250819073452NAL0001040883001, received 2025-08-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250819073452NAL0001040883001, received 2025-08-19
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-08-19.
Administrative expenses excluding investment management, per participant
$97.95
Higher than 53% of the 8,758 plans $50 to 250M that report it.
= $169,349 / 1,729
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250819073452NAL0001040883001, received 2025-08-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250819073452NAL0001040883001, received 2025-08-19
Administrative expenses per participant
$128.39
Higher than 48% of the 9,042 plans $50 to 250M that report it.
= $221,984 / 1,729
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250819073452NAL0001040883001, received 2025-08-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250819073452NAL0001040883001, received 2025-08-19
Administrative expenses as a share of assets
0.249%
Higher than 80% of the 9,049 plans $50 to 250M that report it.
= $221,984 / $89,271,538
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250819073452NAL0001040883001, received 2025-08-19
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250819073452NAL0001040883001, received 2025-08-19
Employer contributions per participant
$695
Higher than 6% of the 9,105 plans $50 to 250M that report it.
= $1,200,929 / 1,729
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250819073452NAL0001040883001, received 2025-08-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250819073452NAL0001040883001, received 2025-08-19
Employer share of total contributions
18.2%
Higher than 14% of the 9,112 plans $50 to 250M that report it.
= $1,200,929 / $6,599,531
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250819073452NAL0001040883001, received 2025-08-19
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250819073452NAL0001040883001, received 2025-08-19
Plan terms are described in LMI Aerospace, Inc.'s SEC filings: Form 11-K filed 2017-06-28 and Form 10-K filed 2017-03-15. No term could be quoted from them with the required precision.
2E profit-sharing · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250819073452NAL0001040883001, received 2025-08-19
| Field | Value | Source |
|---|---|---|
| Plan sponsor | LMI AEROSPACE, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250819073452NAL0001040883001, received 2025-08-19 |
| Plan name | LMI AEROSPACE, INC. PROFIT SHARING AND SAVINGS PLAN AND TRUST | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250819073452NAL0001040883001, received 2025-08-19 |
| Sponsor EIN / plan number | 43-1309065 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250819073452NAL0001040883001, received 2025-08-19 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250819073452NAL0001040883001, received 2025-08-19 |
| Sponsor location | ST CHARLES, MO | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250819073452NAL0001040883001, received 2025-08-19 |
| Industry (business code) | 332900, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250819073452NAL0001040883001, received 2025-08-19 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250819073452NAL0001040883001, received 2025-08-19 |
| Filing received | 2025-08-19 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250819073452NAL0001040883001, received 2025-08-19 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250819073452NAL0001040883001, received 2025-08-19 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250819073452NAL0001040883001, received 2025-08-19 |
| Participants, beginning of year | 1,962 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250819073452NAL0001040883001, received 2025-08-19 |
| Active participants | 1,218 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250819073452NAL0001040883001, received 2025-08-19 |
| Participants, end of year | 1,902 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250819073452NAL0001040883001, received 2025-08-19 |
| Participants with an account balance | 1,729 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250819073452NAL0001040883001, received 2025-08-19 |
| Total assets, beginning of year | $83,889,874 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250819073452NAL0001040883001, received 2025-08-19 |
| Total assets, end of year | $89,271,538 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250819073452NAL0001040883001, received 2025-08-19 |
| Net assets, end of year | $89,194,913 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250819073452NAL0001040883001, received 2025-08-19 |
| Total income | $16,951,699 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250819073452NAL0001040883001, received 2025-08-19 |
| Net income | $5,343,888 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250819073452NAL0001040883001, received 2025-08-19 |
| Employer contributions | $1,200,929 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250819073452NAL0001040883001, received 2025-08-19 |
| Participant contributions | $4,635,278 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250819073452NAL0001040883001, received 2025-08-19 |
| Other contributions (incl. rollovers) | $763,324 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250819073452NAL0001040883001, received 2025-08-19 |
| Total contributions | $6,599,531 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250819073452NAL0001040883001, received 2025-08-19 |
| Benefit payments | $11,385,827 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250819073452NAL0001040883001, received 2025-08-19 |
| Total expenses (incl. benefit payments) | $11,607,811 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250819073452NAL0001040883001, received 2025-08-19 |
| Total administrative expenses | $221,984 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250819073452NAL0001040883001, received 2025-08-19 |
| Recordkeeping fees | $169,349 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250819073452NAL0001040883001, received 2025-08-19 |
| Investment advisory and management fees | $52,635 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250819073452NAL0001040883001, received 2025-08-19 |
| Administrative expenses excluding investment management | $169,349 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250819073452NAL0001040883001, received 2025-08-19 |
| Held in common/collective trusts | $2,808,745 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250819073452NAL0001040883001, received 2025-08-19 |
| Held in mutual funds | $83,401,082 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250819073452NAL0001040883001, received 2025-08-19 |
| Independent auditor | FORVIS MAZARS, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250819073452NAL0001040883001, received 2025-08-19 |
Position = column in the DOL layout for form year 2024. Filing 20250819073452NAL0001040883001, received 2025-08-19.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INCrecordkeeper | NONE | 15 Recordkeeping and information management; 50 Direct payment from the plan; 64 Recordkeeping fees | $138,227 | no |
| FIDUCIARY ADVISORS, INC | NONE | 28 Investment management; 50 Direct payment from the plan | $44,000 | no |
| FORVIS MAZARS, LLP | NONE | 10 Accounting (including auditing); 50 Direct payment from the plan | $19,635 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250819073452NAL0001040883001, received 2025-08-19.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $83,889,874 | $89,271,538 | 6.4% |
| Participants with a balance | 1,786 | 1,729 | -3.2% |
| Administrative expenses | $172,376 | $221,984 | 28.8% |
| Recordkeeping fees per participant | $80.60 | $97.95 | 21.5% |
| Employer contributions | $1,322,081 | $1,200,929 | -9.2% |
Prior filing 20241001101930NAL0012099296001, received 2024-10-01; the plan years are contiguous.
Sponsor name as filed: LMI AEROSPACE, INC.; SEC registrant: LMI AEROSPACE INC (CIK 1059562, matched by EIN).