Plan Ledger DOL Form 5500 · updated monthly

Lewis Communications, Inc.401(k)

LEWIS COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN · MOBILE, AL · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Lewis Communications, Inc. reported $41,284 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $1,800 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 2 years on file its reported administrative ratio rose from 0.20% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 338th-largest of 902 plans among Alabama employers on file, and 6,184th of 11,654 in professional & technical services. In 2024, employees put in $4.39 for every $1.00 the employer contributed; active participation has shrunk from 97 to 84 since 2022.

Plan summary
Net assets, end of year$16,790,411
Participants with balances120
Active participants84
Employer contributions$151,239
Employee contributions$663,615
Employer contribution per active participant$1,800
Average account balance$139,920
Benefits paid to participants$1,106,179
Plan auditUnmodified (clean) audit opinion
AuditorCERESA M. FRENKEL, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$16.8M · 120 accts · $151K emplr
2023$15.9M · 124 accts · $151K emplr
2022$12.9M · 133 accts · $169K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,575
Investment management$39,709
Total administrative$41,284
The Lewis Communications, Inc. 401(k) match · 2024
Employer contribution per active participant$1,800
Median for plans this size$2,416
2024$1,800 per active participant
2023$1,982 per active participant
2022$1,743 per active participant

Lewis Communications, Inc.'s 2024 employer contribution ran below 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
MORGAN STANLEY SMITH BARNEY · Recordkeeping · Trustee$32,698
CERESA M. FRENKEL, P.C · Recordkeeping · Pension consulting$7,000
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024CERESA M. FRENKEL, P.C, Morgan Stanley
2023CERESA M. FRENKEL, P.C, Wells Fargo

This plan has changed recordkeepers within these filings. If you left Lewis Communications, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$41,284 · 0.25%
2023$21,813 · 0.15%
2022$26,981 · 0.20%
Similar plansProfessional & Technical Services · Alabama
4M Research, Inc. AL$18.4M · 0.02%
Mspark Media, LLC AL$18.2M · 0.00%
Yorktown Systems Group AL$18.1M · 0.47%
Teksouth Corporation AL$17.4M · 0.42%
Aerie Aerospace LLC AL$16.4M · 0.44%
Aetos Systems, Inc. AL$15.6M · 0.45%
Vali Incorporated AL$15.6M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 630326789 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.