Plan Ledger DOL Form 5500 · updated monthly

Autumn Lane Investments, LLC401(k)

AUTUMN LANE INVESTMENTS, LLC 401(K) PLAN · CULPEPER, VA · plan year 2022

Reported admin expense ratio · 2022
0.42%

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

Autumn Lane Investments, LLC reported $8,326 in plan administrative expenses for 2022: 0.42% of average plan assets, below the peer median. Employer contributions averaged $937 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Virginia (2,085th of 2,266), and 4,035th of 4,246 in wholesale trade. In 2022, employees put in $1.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,993,980
Participants with balances71
Active participants148
Employer contributions$138,677
Employee contributions$263,201
Employer contribution per active participant$937
Average account balance$28,084
Benefits paid to participants$33,474
Plan auditDisclaimer of opinion
AuditorBAS PARTNERS LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$8,326
Total administrative$8,326
The Autumn Lane Investments, LLC 401(k) match · 2022
Employer contribution per active participant$937
Median for plans this size$1,114

Autumn Lane Investments, LLC's 2022 employer contribution ran below the $1,114 median for plans its size. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$8,326 · 0.42%
Same employer
Similar plansWholesale Trade · Virginia
Atlantic Coast Cotton VA$4.4M · 0.05%
Tdbbs LLC VA$4.2M · 0.33%
Sagewater, LLC VA$2.7M · 1.72%
Riggs Oil Co, Inc. VA$1.9M · 1.01%
Quest Transport LLC VA$1.4M · 0.71%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 464036999 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.