Lsa Associates 401(k) match, vesting and fees
What Lsa Associates' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Wright Ford Young & Co. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Lsa Associates: employer contribution per participant | $1,178 | |
| Peer median | $2,521 |
| Lsa Associates: average balance | $224,030 | |
| Peer median | $75,833 |
| Lsa Associates: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $72.2M at the end of plan year 2021 to $77.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 363 | $77.7M | $409K | $1,178 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 408 | $75.9M | $627K | $1,575 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 401 | $67.9M | $503K | $1,289 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 394 | $72.2M | $542K | $1,433 | 0.02% | Not published | Form 5500 ↗ |
Other Lsa Associates plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Lsa Associates, Inc. Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Wright Ford Young & Co (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Lsa Associates match 401(k) contributions?
The match terms for the Lsa Associates, Inc. Profit-Sharing and Savings Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $409K in employer contributions, about $1,178 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lsa Associates 401(k) match vested?
The vesting schedule for the Lsa Associates, Inc. Profit-Sharing and Savings Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lsa Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Newport Group, Inc.. The plan administrator is Lsa Associates, Inc..
I left Lsa Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lsa Associates, Inc., (949) 553-0666) or the recordkeeper, Newport Group, Inc.. The Lsa Associates old 401(k) page lists the contacts from every plan filing. Find an old Lsa Associates 401(k)
Data from the public Form 5500 annual reports Lsa Associates filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Lsa Associates. Not financial advice. Report a correction · Methodology