Department of Labor filing

SAME

LEHMAN-ROBERTS/MEMPHIS STONE & GRAVEL 401(K) RETIREMENT PLAN · For the plan year ended Dec 31, 2024

Legal sponsor: LEHMAN-ROBERTS COMPANY

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Public filing 2024 · received Oct 8, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

51filing comparison
out of 100

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

$Employer support

$2,374

Reported employer contributions per active participant.

Higher than about 47% of comparable plans

#People in the filing

488

Active participants reported for 2024.

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

¢Visible plan-paid fees

$141 / participant

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

Lower cost than about 60% of comparable plans

↗Investment performance

Not available

Plan assets changed 12.6%, 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 · 202451out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions47th percentileTypical peer $2,494 · based on 366 comparable plans

Lower reported administrative expense60th percentileTypical peer $176 · based on 376 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, SAME reported $1,158,503 in employer contributions across the plan and 488 active participants. That works out to $2,374 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 proxy82%

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 68.2%

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

Expense trendDown 13.6%

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

Peer context51/100

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: $1,158,503
Participant contributions: $1,624,656
Other contributions: $1,357,410
Employer share of reported contributions: 41.6%
Beginning assets: $30,543,111
Ending assets: $34,397,310
Ending net assets: $34,397,310
Ending liabilities: $0
Total income: $7,603,875
Total expenses: $3,749,676
Administrative expenses: $49,827
Participant loans: $0

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

$7,454

2023

$10,164

2024

$2,374

Plan-paid administrative expenses per participant

2022

$163

2023

$146

2024

$141

Active participants

2022

257

2023

271

2024

488

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,374	488	34.4M	20251008132214NAL0013499666001
2023	$10,164	271	30.5M	20241014110758NAL0044269856001
2022	$7,454	257	27.5M	20231015173719NAL0024795107001

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: 0.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 610322960-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Dec 31, 1956
Industry: Construction
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2K2S2T3D3H

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
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251008132214NAL0013499666001

Data sourceDOL Form 5500 bulk data ↗

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