Plan Ledger DOL Form 5500 · updated monthly

Lavie Holdco LLC401(k)

LAVIE HOLDCO 401(K) PLAN · MAITLAND, FL · plan year 2023

Reported admin expense ratio · 2023
0.72%

Lavie Holdco LLC reported $282,010 in plan administrative expenses for 2023: 0.72% of average plan assets, higher than ~90% of peers. 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 3 years on file its reported administrative ratio has held roughly steady near 0.70%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 651st-largest of 3,644 plans among Florida employers on file, and the 2,247th of 11,911 in health care & social assistance. active participation has shrunk from 8,076 to 4,577 since 2022.

Plan summary
Net assets, end of year$39,695,260
Participants with balances1,317
Active participants4,577
Employer contributions—
Employee contributions$2,496,000
Employer contribution per active participant—
Average account balance$30,141
Benefits paid to participants$6,758,702
Plan auditUnmodified (clean) audit opinion
AuditorERIC PERDUE CPA LLC
Plan history3
Yearassets · accounts · employer contribution
2024$37.5M · 962 accts
2023$39.7M · 1,317 accts
2022$38.3M · 1,402 accts · $13K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$186,250
Investment management$79,374
Trustee / custodial$16,386
Total administrative$282,010
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 · 20233
AMERITAS LIFE INSURANCE CORP · Loan processing · Participant communication$195,486
ALLIANT RETIREMENT SERVICES, LLC · Pension consulting · Investment advisory (plan)$77,773
CHARLES SCHWAB BANK · Custodial (securities) · Trustee (directed)$16,386

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

Recordkeeper by year2
2024Ameritas
2023Ameritas

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$271,507 · 0.70%
2023$282,010 · 0.72%
2022$310,825 · 0.71%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Circles of Care, Inc. FL$40.7M · 0.03%
Cfs Management, LLC FL$39.9M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 873131400 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.