Plan Ledger DOL Form 5500 · updated monthly

Adventure Wv, LLCProfit-sharing plan

ADVENTURE WV, LLC PROFIT SHARING PLAN · LANSING, WV · plan year 2023

Reported admin expense ratio · 2023
1.04%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Adventure Wv, LLC reported $10,209 in plan administrative expenses for 2023: 1.04% of average plan assets, below the peer median. Employer contributions averaged $2,232 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.96% to 2.01%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in West Virginia (251st of 265), and 1,224th of 1,311 in arts, entertainment & recreation. active participation has shrunk from 188 to 56 since 2022.

Plan summary
Net assets, end of year$1,075,143
Participants with balances143
Active participants56
Employer contributions$125,000
Employee contributions—
Employer contribution per active participant$2,232
Average account balance$7,518
Benefits paid to participants$39,776
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$263K · 31 accts
2023$1.1M · 143 accts · $125K emplr
2022$891K · 122 accts · $125K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,424
Trustee / custodial$8,785
Total administrative$10,209
Employer contributions to the Adventure Wv, LLC plan · 2023
Employer contribution per active participant$2,232
Median for plans this size$522
2023$2,232 per active participant
2022$665 per active participant

Adventure Wv, LLC's 2023 employer contribution ran above the $522 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
UNITED BANK · Consulting · Trustee$8,785

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$13,421 · 2.01%
2023$10,209 · 1.04%
2022$8,962 · 0.96%
Similar plansArts, Entertainment & Recreation · West Virginia
Cahuilla Casino CA$1.1M · 0.16%
Bill Davis Trucking, Inc. AR$1.1M · 0.12%
Bravo Fit, LLC OR$1.1M · 0.36%
Get Air Trampoline Parks UT$1.0M · 1.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271545520 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.