Plan Ledger DOL Form 5500 · updated monthly

Lewis James, LLC401(k)

LEWIS JAMES, LLC 401(K) · ALPHARETTA, GA · plan year 2022

Reported admin expense ratio · 2022
0.30%

Lewis James, LLC reported $1,435 in plan administrative expenses for 2022: 0.30% of average plan assets, lower than ~75% 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Georgia (2,090th of 2,160), and 11,440th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$454,369
Participants with balances56
Active participants103
Employer contributions—
Employee contributions$182,648
Employer contribution per active participant—
Average account balance$8,114
Benefits paid to participants$134,395
Plan auditUnmodified (clean) audit opinion
AuditorALDRIDGE & ASSOCIATES
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,435 · 0.30%
Similar plansProfessional & Technical Services · Georgia
Mujin Corp GA$792K · 0.08%
Libra Realty Group Inc GA$543K · 3.84%
Firstpro, Inc. GA$378K · 0.44%
Veristor Systems, Inc. GA$213K · 0.14%
Anjus LLC GA$150K · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452898621 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.