Plan Ledger DOL Form 5500 · updated monthly

Lewis Management, Inc.401(k)

LEWIS MANAGEMENT, INC. 401(K) PLAN · FAYETTEVILLE, AR · plan year 2022

Reported admin expense ratio · 2022
0.27%

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

Lewis Management, Inc. reported $18,841 in plan administrative expenses for 2022: 0.27% of average plan assets, below the peer median. Employer contributions averaged $5,429 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Arkansas (283rd of 456), and 3,336th of 5,215 in retail trade. In 2022, employees put in $2.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,642,262
Participants with balances60
Active participants39
Employer contributions$211,722
Employee contributions$593,490
Employer contribution per active participant$5,429
Average account balance$110,704
Benefits paid to participants$140,685
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$18,841
Total administrative$18,841
The Lewis Management, Inc. 401(k) match · 2022
Employer contribution per active participant$5,429
Median for plans this size$1,114

Lewis Management, Inc.'s 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top quarter of its peers. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$18,841 · 0.27%
Same employer
Similar plansRetail Trade · Arkansas
Ges, Inc. AR$7.8M · 0.61%
Smart Chevrolet Co. AR$7.4M · 0.63%
Hays Food Town, Inc. AR$7.2M · 0.39%
Russell Chevrolet-Honda AR$5.1M · 0.23%
Hank's Furniture, Inc. AR$4.1M · 0.63%
Riser Motors, Inc. AR$4.1M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 710571715 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.