Department of Labor filing

LDV, INC.

LYNCH COMPANIES 401(K) SAVINGS PLAN · For the plan year ended Sep 30, 2025

Public filing 2024 · received Jun 18, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

39filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$1,967

Reported employer contributions per active participant.

Higher than about 55% of comparable plans

#People in the filing

659

Active participants reported for 2024.

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

¢Visible plan-paid fees

$267 / participant

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

Lower cost than about 2% of comparable plans

↗Investment performance

Not available

Plan assets changed 10.9%, 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 · 202439out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions55th percentileTypical peer $1,796 · based on 253 comparable plans

Lower reported administrative expense2nd percentileTypical peer $101 · based on 255 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 Sep 30, 2025, LDV, INC. reported $1,296,578 in employer contributions across the plan and 659 active participants. That works out to $1,967 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 proxy85%

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 trendDown 6.1%

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

Expense trendUp 26.1%

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

Peer context39/100

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: $1,296,578
Participant contributions: $4,899,839
Other contributions: $427,268
Employer share of reported contributions: 20.9%
Beginning assets: $72,097,173
Ending assets: $79,966,799
Ending net assets: $79,966,799
Ending liabilities: $0
Total income: $14,454,088
Total expenses: $6,584,462
Administrative expenses: $206,467
Participant loans: $863,773

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

$2,096

2023

$1,938

2024

$1,967

Plan-paid administrative expenses per participant

2022

$212

2023

$235

2024

$267

Active participants

2022

614

2023

648

2024

659

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,967	659	80M	20260618145454NAL0002149475001
2023	$1,938	648	72.1M	20250709165301NAL0013334914001
2022	$2,096	614	56.4M	20240710134004NAL0014968289001

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: 1.1%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 391281237-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Oct 1, 1984
Industry: Industry group 336
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2J2K2F2G3D3H2T2S

Current plan terms

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Filing ACK_ID20260618145454NAL0002149475001

Data sourceDOL Form 5500 bulk data ↗

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