Plan Ledger DOL Form 5500 · updated monthly

Lewis Pr Inc401(k)

LEWIS PR INC 401(K) PROFIT SHARING PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Lewis Pr Inc reported $8,536 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,243 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 fell from 0.16% to 0.09%. 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 among the smaller plans on file in California (5,278th of 9,483), and 7,784th of 11,654 in professional & technical services. In 2024, employees put in $3.70 for every $1.00 the employer contributed; active participation has shrunk from 151 to 95 since 2022.

Plan summary
Net assets, end of year$10,684,472
Participants with balances392
Active participants95
Employer contributions$213,053
Employee contributions$787,586
Employer contribution per active participant$2,243
Average account balance$27,256
Benefits paid to participants$1,265,324
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.7M · 392 accts · $213K emplr
2023$9.4M · 414 accts · $269K emplr
2022$7.6M · 429 accts · $279K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,536
Total administrative$8,536
The Lewis Pr Inc 401(k) match · 2024
Employer contribution per active participant$2,243
Median for plans this size$2,416
2024$2,243 per active participant
2023$2,425 per active participant
2022$1,847 per active participant

Lewis Pr 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 · 20242
ADP, INC. · Recordkeeping$8,536
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
2024ADP
2023ADP

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

Administrative cost history3
2024$8,536 · 0.09%
2023$10,829 · 0.13%
2022$13,611 · 0.16%
Same employer
Similar plansProfessional & Technical Services · California
Descript, Inc. CA$10.7M · 0.47%
Zoic, Inc. CA$10.7M · 0.03%
Outdoor Dimensions, LLC CA$10.6M · 0.19%
Synack, Inc. CA$10.6M · 0.21%
Trust Automation, Inc. CA$10.6M · 0.16%
Canary Marketing, LLC CA$10.6M · 0.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330745097 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.