Plan Ledger DOL Form 5500 · updated monthly

The Lifetime Value Co. LLC401(k)

THE LIFETIME VALUE CO., LLC RETIREMENT TRUST · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

The Lifetime Value Co. LLC reported $1,100 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $10,833 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 0.007% to 0.006%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 2,487th-largest of 5,648 plans among New York employers on file, and the 1,007th of 2,199 in information & media. In 2024, employees put in $1.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,662,894
Participants with balances168
Active participants144
Employer contributions$1,559,936
Employee contributions$1,990,098
Employer contribution per active participant$10,833
Average account balance$122,993
Benefits paid to participants$1,084,178
Plan auditUnmodified (clean) audit opinion
AuditorBDG-CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$20.7M · 168 accts · $1.6M emplr
2023$15.3M · 168 accts · $1.5M emplr
2022$9.7M · 158 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,100
Total administrative$1,100
The The Lifetime Value Co. LLC 401(k) match · 2024
Employer contribution per active participant$10,833
Median for plans this size$2,416
2024$10,833 per active participant
2023$9,865 per active participant
2022$8,934 per active participant

The Lifetime Value Co. LLC's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$1,100 · 0.01%
2023$550 · 0.00%
2022$600 · 0.01%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 853856730 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.