Plan Ledger DOL Form 5500 · updated monthly

January 17TH, LLC dba Lgo Hospitality401(k)

JANUARY 17TH LLC DBA LGO HOSPITALITY 401(K) PLAN · PHOENIX, AZ · plan year 2023

Reported admin expense ratio · 2023
0.29%

January 17TH, LLC dba Lgo Hospitality reported $4,843 in plan administrative expenses for 2023: 0.29% of average plan assets, below the peer median. 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 1 year on file its reported administrative ratio fell from 0.47% to 0.29%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Arizona (1,068th of 1,285), and 1,471st of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$1,891,509
Participants with balances613
Active participants459
Employer contributions—
Employee contributions$427,931
Employer contribution per active participant—
Average account balance$3,086
Benefits paid to participants$211,202
Plan auditUnmodified (clean) audit opinion
AuditorKIMNBERLIN COMPANY, PLLC
Plan history2
Yearassets · accounts · employer contribution
2023$1.9M · 613 accts
2022$1.4M · 529 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$4,472
Investment management$371
Total administrative$4,843
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 · 20232
VOYA RETIREMENT INSURANCE AND ANNUI · Investment advisory (participants)$4,842
CBIZ INVESTMENT ADVISORY SERVICES · Investment advisory (plan)indirect comp

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

Administrative cost history2
2023$4,843 · 0.29%
2022$6,742 · 0.47%
Similar plansAccommodation & Food Services · Arizona
Dias Management Inc. AZ$2.5M · 2.25%
Barnett Management Co AZ$2.4M · 1.40%
Square One Concepts, Inc. AZ$1.8M · 2.73%
Restaurant Concepts, Inc. AZ$1.3M · 1.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273272353 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.