Plan Ledger DOL Form 5500 · updated monthly

Lewis & Raulerson, Inc.401(k)

LEWIS & RAULERSON, INC. 401(K) PLAN · WAYCROSS, GA · plan year 2024

Reported admin expense ratio · 2024
1.23%

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

Lewis & Raulerson, Inc. reported $82,434 in plan administrative expenses for 2024: 1.23% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,280 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 3 years on file its reported administrative ratio has held roughly steady near 1.23%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Georgia (1,448th of 2,160), and 3,348th of 4,246 in wholesale trade. In 2024, employees put in $1.56 for every $1.00 the employer contributed; active participation has grown from 187 to 218 since 2022.

Plan summary
Net assets, end of year$7,085,175
Participants with balances231
Active participants218
Employer contributions$279,072
Employee contributions$436,573
Employer contribution per active participant$1,280
Average account balance$30,672
Benefits paid to participants$666,379
Plan auditUnmodified (clean) audit opinion
AuditorMSTILLER, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$7.1M · 231 accts · $279K emplr
2023$6.3M · 211 accts · $272K emplr
2022$5.1M · 190 accts · $240K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,889
Investment management$25,545
Total administrative$82,434
The Lewis & Raulerson, Inc. 401(k) match · 2024
Employer contribution per active participant$1,280
Median for plans this size$1,313
2024$1,280 per active participant
2023$1,254 per active participant
2022$1,285 per active participant

Lewis & Raulerson, Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
JOHN HANCOCK LIFE INSURANCE COMPANY · Investment management · Recordkeeping$1,282
THOMASVILLE NATIONAL BANK · Investment advisory (participants)$25,545

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$82,434 · 1.23%
2023$67,480 · 1.18%
2022$64,330 · 1.19%
Similar plansWholesale Trade · Georgia
Taurus Holdings, Inc. GA$8.3M · 0.95%
Atlanco, LLC GA$7.9M · 0.42%
Ca Holdings, LLC GA$7.0M · 0.69%
Fischer Connectors, Inc. GA$6.4M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581715334 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.