Plan Ledger DOL Form 5500 · updated monthly

Lewis Builders, LLC401(k)

LEWIS BUILDERS, LLC 401(K) PROFIT SHARING PLAN · ATKINSON, NH · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

Lewis Builders, LLC reported $84,028 in plan administrative expenses for 2024: 0.60% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,475 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 0.60%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in New Hampshire (211th of 411), and the 2,450th of 5,337 in construction. In 2024, the employer put in $1.10 for every $1.00 employees contributed themselves; active participation has grown from 170 to 195 since 2022.

Plan summary
Net assets, end of year$15,193,962
Participants with balances218
Active participants195
Employer contributions$677,710
Employee contributions$615,174
Employer contribution per active participant$3,475
Average account balance$69,697
Benefits paid to participants$866,752
Plan auditUnmodified (clean) audit opinion
AuditorEJ CALLAHAN & ASSOCIATES, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$15.2M · 218 accts · $678K emplr
2023$12.8M · 212 accts · $733K emplr
2022$10.8M · 224 accts · $773K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,171
Investment management$32,357
Audit (IQPA)$7,500
Total administrative$84,028
The Lewis Builders, LLC 401(k) match · 2024
Employer contribution per active participant$3,475
Median for plans this size$2,416
2024$3,475 per active participant
2023$4,338 per active participant
2022$4,546 per active participant

Lewis Builders, LLC's 2024 employer contribution ran above the $2,416 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 · 20243
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$44,171
OSAIC WEALTH, INC. · Consulting · Investment advisory (plan)$32,357
EJ CALLAHAN & ASSOCIATES LLC · Accounting / audit$7,500

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$84,028 · 0.60%
2023$77,134 · 0.65%
2022$69,463 · 0.61%
Similar plansConstruction · New Hampshire
Procon LLC NH$30.2M · 0.34%
Denron Plumbing & Hvac, LLC NH$14.8M · 0.38%
Longchamps Electric, LLC NH$13.9M · 0.41%
Severino Trucking Co., Inc. NH$12.8M · 0.44%
Palmer and Sicard, Inc. NH$12.1M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020260603 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.