Department of Labor filing

LR-STL, LLC

LEWIS RICE PROFIT SHARING PLAN · For the plan year ended Jan 31, 2025

Public filing 2024 · received Nov 10, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

72filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$16,790

Reported employer contributions per active participant.

Higher than about 98% of comparable plans

#People in the filing

215

Active participants reported for 2024.

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

¢Visible plan-paid fees

$377 / participant

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

Lower cost than about 14% of comparable plans

↗Investment performance

Not available

Plan assets changed 15.1%, 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 · 202472out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions98th percentileTypical peer $3,137 · based on 5,509 comparable plans

Lower reported administrative expense14th percentileTypical peer $173 · based on 5,672 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 Jan 31, 2025, LR-STL, LLC reported $3,609,820 in employer contributions across the plan and 215 active participants. That works out to $16,790 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 proxy78%

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 3.2%

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

Expense trendUp 15.3%

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

Peer context72/100

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: $3,609,820
Participant contributions: $2,833,004
Other contributions: $11,102
Employer share of reported contributions: 56.0%
Beginning assets: $125,041,430
Ending assets: $143,938,059
Ending net assets: $143,938,059
Ending liabilities: $0
Total income: $25,951,510
Total expenses: $7,054,881
Administrative expenses: $102,560
Participant loans: $324,410

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

$16,265

2023

$16,289

2024

$16,790

Plan-paid administrative expenses per participant

2022

$327

2023

$380

2024

$377

Active participants

2022

199

2023

216

2024

215

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$16,790	215	143.9M	20251110165513NAL0006259744001
2023	$16,289	216	125M	20241105112439NAL0008716929001
2022	$16,265	199	110.1M	20231106145447NAL0011896275001

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: 0.2%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 430680427-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Feb 1, 1989
Industry: Professional, scientific, and technical services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2G2J2R3B3H

Current plan terms

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Filing ACK_ID20251110165513NAL0006259744001

Data sourceDOL Form 5500 bulk data ↗

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