Plan Ledger DOL Form 5500 · updated monthly

Lewis Johs Avallone Aviles, LLP401(k)

LEWIS JOHS AVALLONE AVILES RETIREMENT PLAN · ISLANDIA, NY · plan year 2024

Reported admin expense ratio · 2024
0.02%

Lewis Johs Avallone Aviles, LLP reported $4,579 in plan administrative expenses for 2024: 0.02% 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.

Across the 2 years on file its reported administrative ratio fell from 0.05% to 0.02%. 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 1,932nd-largest of 5,648 plans among New York employers on file, and the 4,111th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$30,561,871
Participants with balances115
Active participants102
Employer contributions—
Employee contributions$1,082,549
Employer contribution per active participant—
Average account balance$265,755
Benefits paid to participants$847,927
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$30.6M · 115 accts
2023$26.4M · 114 accts
2022$24.1M · 115 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,579
Total administrative$4,579
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 · 20241
ASCENSUS LLC · Loan processing · Recordkeeping$4,579

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$4,579 · 0.02%
2023$9,604 · 0.04%
2022$13,114 · 0.05%
Similar plansProfessional & Technical Services · New York
Personal Computers, Inc. NY$31.0M · 0.36%
Mediamath, Inc. NY$30.8M · 0.02%
Selendy Gay PLLC NY$30.6M · 0.16%
Ts Imagine, Inc. NY$30.5M · 0.09%
D'Arcangelo & Co., LLP NY$30.4M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 113168894 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.