Department of Labor filing

LACALLE GROUP, LLC

LACALLE GROUP, LLC 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

Spot something wrong?

Public filing 2024 · received Aug 26, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

54filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$2,830

Reported employer contributions per active participant.

Higher than about 61% of comparable plans

#People in the filing

150

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$186 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 38% of comparable plans

↗Investment performance

Not available

Plan assets changed 37.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202454out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions61st percentileTypical peer $2,225 · based on 264 comparable plans

Lower reported administrative expense38th percentileTypical peer $140 · based on 273 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, LACALLE GROUP, LLC reported $424,554 in employer contributions across the plan and 150 active participants. That works out to $2,830 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy86%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 24.5%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 71.7%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context54/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $424,554
Participant contributions: $1,240,102
Other contributions: $3,806
Employer share of reported contributions: 25.5%
Beginning assets: $15,156,950
Ending assets: $20,860,526
Ending net assets: $20,860,526
Ending liabilities: $0
Total income: $5,849,813
Total expenses: $146,237
Administrative expenses: $33,043
Participant loans: $71,697

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$2,274

2023

$2,474

2024

$2,830

Plan-paid administrative expenses per participant

2022

$655

2023

$677

2024

$186

Active participants

2022

150

2023

155

2024

150

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,830	150	20.9M	20250826162425NAL0008679009001
2023	$2,474	155	15.2M	20240808111327NAL0002681155001
2022	$2,274	150	11.8M	20231010161629NAL0028150065001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.3%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 272950709-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2008
Industry: Management of companies
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2G2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
LPL FINANCIAL, LLC	2024	Not reported	unknown

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →

Filing ACK_ID20250826162425NAL0008679009001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗