Department of Labor filing

LIA GROUP, INC.

THE LIA GROUP 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Jul 9, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

38filing 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

$691

Reported employer contributions per active participant.

Higher than about 51% of comparable plans

#People in the filing

763

Active participants reported for 2024.

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

¢Visible plan-paid fees

$216 / participant

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

Lower cost than about 10% of comparable plans

↗Investment performance

Not available

Plan assets changed 13.3%, 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 · 202438out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions51st percentileTypical peer $680 · based on 259 comparable plans

Lower reported administrative expense10th percentileTypical peer $121 · based on 277 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, LIA GROUP, INC. reported $527,189 in employer contributions across the plan and 763 active participants. That works out to $691 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 proxy80%

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 63.5%

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

Expense trendUp 28.7%

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

Peer context38/100

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: $527,189
Participant contributions: $2,855,848
Other contributions: $273,865
Employer share of reported contributions: 15.6%
Beginning assets: $23,447,853
Ending assets: $26,567,648
Ending net assets: $26,567,639
Ending liabilities: $9
Total income: $6,298,940
Total expenses: $3,179,023
Administrative expenses: $223,185
Participant loans: $34,686

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

$423

2023

$643

2024

$691

Plan-paid administrative expenses per participant

2022

$168

2023

$195

2024

$216

Active participants

2022

752

2023

743

2024

763

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$691	763	26.6M	20250709130942NAL0013076562001
2023	$643	743	23.4M	20241008201411NAL0035001810001
2022	$423	752	19.7M	20231102093135NAL0012086003001

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: 0.1%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 141787128-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 1997
Industry: Retail trade
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2F2G2J2K2S2T3D3H

Current plan terms

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Filing ACK_ID20250709130942NAL0013076562001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗