Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Lyles Diversified
Lyles Diversified 401(k)
- Construction
- Fresno, CA
- EIN 94-1050189
- 1 plan with Schedule H financials
- Plan year 2024
- Lyles Diversified, Inc.
Administrative expenses excluding investment management, per participant · The Lyles Group 401(k) Employee Stock Ownership Plan and Trust · plan year 2024
$423.65
Higher than 97% of the 8,758 plans $50 to 250M that report it.
Source
= $177,934 / 420
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250929121630NAL0005018147001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929121630NAL0005018147001, received 2025-09-29
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 2025-09-29.
Cost and contributions
Administrative expenses per participant
$423.65
Higher than 93% of the 9,042 plans $50 to 250M that report it.
Source
= $177,934 / 420
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250929121630NAL0005018147001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929121630NAL0005018147001, received 2025-09-29
Administrative expenses as a share of assets
0.160%
Higher than 58% of the 9,049 plans $50 to 250M that report it.
Source
= $177,934 / $111,038,462
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250929121630NAL0005018147001, received 2025-09-29
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250929121630NAL0005018147001, received 2025-09-29
Employer contributions per participant
$6,433
Higher than 85% of the 9,105 plans $50 to 250M that report it.
Source
= $2,702,030 / 420
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250929121630NAL0005018147001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929121630NAL0005018147001, received 2025-09-29
Employer share of total contributions
35.0%
Higher than 67% of the 9,112 plans $50 to 250M that report it.
Source
= $2,702,030 / $7,724,362
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250929121630NAL0005018147001, received 2025-09-29
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250929121630NAL0005018147001, received 2025-09-29
Plan terms, as stated in Lyles Diversified, Inc.'s SEC filings
Plan terms are not published in public filings.
Plan features
2E profit-sharing · 2G fully participant-directed · 2I · 2J 401(k) feature · 2O ESOP-related feature · 2Q · 2T default investment (QDIA) · 3H controlled-group sponsor · 3I · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250929121630NAL0005018147001, received 2025-09-29
Full record, The Lyles Group 401(k) Employee Stock Ownership Plan and Trust
| Field | Value | Source |
|---|---|---|
| Plan sponsor | LYLES DIVERSIFIED, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250929121630NAL0005018147001, received 2025-09-29 |
| Plan name | THE LYLES GROUP 401(K) EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250929121630NAL0005018147001, received 2025-09-29 |
| Sponsor EIN / plan number | 94-1050189 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250929121630NAL0005018147001, received 2025-09-29 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250929121630NAL0005018147001, received 2025-09-29 |
| Sponsor location | FRESNO, CA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250929121630NAL0005018147001, received 2025-09-29 |
| Industry (business code) | 237990, Construction | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250929121630NAL0005018147001, received 2025-09-29 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250929121630NAL0005018147001, received 2025-09-29 |
| Filing received | 2025-09-29 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250929121630NAL0005018147001, received 2025-09-29 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250929121630NAL0005018147001, received 2025-09-29 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250929121630NAL0005018147001, received 2025-09-29 |
| Participants, beginning of year | 361 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250929121630NAL0005018147001, received 2025-09-29 |
| Active participants | 336 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250929121630NAL0005018147001, received 2025-09-29 |
| Participants, end of year | 420 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250929121630NAL0005018147001, received 2025-09-29 |
| Participants with an account balance | 420 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929121630NAL0005018147001, received 2025-09-29 |
| Total assets, beginning of year | $100,268,288 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250929121630NAL0005018147001, received 2025-09-29 |
| Total assets, end of year | $111,038,462 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250929121630NAL0005018147001, received 2025-09-29 |
| Net assets, end of year | $111,038,462 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250929121630NAL0005018147001, received 2025-09-29 |
| Total income | $18,241,936 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250929121630NAL0005018147001, received 2025-09-29 |
| Net income | $10,771,703 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250929121630NAL0005018147001, received 2025-09-29 |
| Employer contributions | $2,702,030 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250929121630NAL0005018147001, received 2025-09-29 |
| Participant contributions | $3,515,976 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250929121630NAL0005018147001, received 2025-09-29 |
| Other contributions (incl. rollovers) | $1,506,356 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250929121630NAL0005018147001, received 2025-09-29 |
| Total contributions | $7,724,362 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250929121630NAL0005018147001, received 2025-09-29 |
| Benefit payments | $7,292,299 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250929121630NAL0005018147001, received 2025-09-29 |
| Total expenses (incl. benefit payments) | $7,470,233 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250929121630NAL0005018147001, received 2025-09-29 |
| Total administrative expenses | $177,934 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250929121630NAL0005018147001, received 2025-09-29 |
| Contract administrator fees | $177,934 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250929121630NAL0005018147001, received 2025-09-29 |
| Administrative expenses excluding investment management | $177,934 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250929121630NAL0005018147001, received 2025-09-29 |
| Held in common/collective trusts | $696,868 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250929121630NAL0005018147001, received 2025-09-29 |
| Held in mutual funds | $6,871,977 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250929121630NAL0005018147001, received 2025-09-29 |
| Independent auditor | CUTTONE AND MASTRO CPAS | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250929121630NAL0005018147001, received 2025-09-29 |
Position = column in the DOL layout for form year 2024. Filing 20250929121630NAL0005018147001, received 2025-09-29.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANYrecordkeeper | CONTRACT ADMINISTRATOR | 13 Contract administrator; 50 Direct payment from the plan; 64 Recordkeeping fees | $175,828 | yes |
| S B H U LIFE AGENCY INC | OTHER SERVICES | 49 Other services; 55 Other commissions; 99 Other fees | $0 | yes |
| MORNINGSTAR INVESTMENT MANAGEMENT L | INV ADV, PARTICIPANTS | 26 Investment advisory (participants); 70 Consulting fees | $0 | yes |
| WILSHIRE ADVISORS LLC | INVESTMENT ADVISORY | 27 Investment advisory (plan); 72 Other investment fees and expenses | $0 | yes |
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 20250929121630NAL0005018147001, received 2025-09-29.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $100,268,288 | $111,038,462 | 10.7% |
| Participants with a balance | 361 | 420 | 16.3% |
| Administrative expenses | $138,619 | $177,934 | 28.4% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $2,795,499 | $2,702,030 | -3.3% |
Prior filing 20241007191422NAL0028241680001, received 2024-10-07; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: LYLES DIVERSIFIED, INC.; SEC registrant: Lyles Diversified, Inc. (CIK 1329062, matched by EIN).