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MICHAEL LEWIS COMPANY

MICHAEL LEWIS COMPANY 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 14, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

71filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support
$3,718

Reported employer contributions per active participant.

Higher than about 99% of comparable plans
#People in the filing
211

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$229 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 7% of comparable plans
↗Investment performance
Not available

Plan assets changed 14.2%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202471out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions99th percentileTypical peer $592 · based on 271 comparable plans
Lower reported administrative expense7th percentileTypical peer $74 · based on 306 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, MICHAEL LEWIS COMPANY reported $784,484 in employer contributions across the plan and 211 active participants. That works out to $3,718 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy83%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 40.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 12.4%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context71/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$784,484
Participant contributions
$1,035,900
Other contributions
$393,475
Employer share of reported contributions
43.1%
Beginning assets
$39,168,567
Ending assets
$44,719,401
Ending net assets
$44,719,401
Ending liabilities
$0
Total income
$7,783,537
Total expenses
$2,232,703
Administrative expenses
$50,929
Participant loans
$156,090

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$2,656
2023
$3,481
2024
$3,718
Plan-paid administrative expenses per participant
2022
$262
2023
$223
2024
$229
Active participants
2022
151
2023
191
2024
211
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$3,71821144.7M20251014154131NAL0001631459001
2023$3,48119139.2M20241007125236NAL0026156000001
2022$2,65615133.9M20231011084510NAL0019731123001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.3%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Yes
Public plan identifier
360905140-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 1985
Industry
Accommodation and food services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2S2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
AMERICAN 2035 TARGET DATE RET FUND2024Not reportedunknown
AMERICAN 2040 TARGET DATE RET FUND2024Not reportedunknown
AMERICAN MUTUAL FUND CLASS R62024Not reportedunknown
BLACKROCK GLOBAL ALLOCATION FUND2024Not reportedunknown
COLUMBIA MID CAP INDEX FUND CLASS Z2024Not reportedunknown
COLUMBIA SMALL CAP INDEX FD CLS Z2024Not reportedunknown
FRANKLIN TEMPLETON GLOBAL BOND2024Not reportedunknown
GALLIARD WELLS FARGO STABLE RETURN2024Not reportedunknown
MORELY STABLE VALUE FUND CL 25-I2024Not reportedunknown
OPPENHEIMER GLOBAL FUND CLASS Y2024Not reportedunknown
PIMCO TOTAL RETURN INSTITUTIONAL2024Not reportedunknown
T ROWE PRICE NEW AMERICA GROWTH2024Not reportedunknown
VANGUARD 500 INDEX ADMIRAL SHARES2024Not reportedunknown
VANGUARD GNMA PORTFOLIO2024Not reportedunknown
VANGUARD GROWTH INDEX ADMIRAL SHS2024Not reportedunknown
VANGUARD LIFE STRATEGY CONSERVATIVE2024Not reportedunknown
VANGUARD LIFE STRATEGY GROWTH2024Not reportedunknown
VANGUARD LIFE STRATEGY INCOME2024Not reportedunknown
VANGUARD LIFE STRATEGY MODERATE GRO2024Not reportedunknown
VANGUARD TOTAL STOCK MARKET INDEX2024Not reportedunknown
VANGUARD VALUE INDEX FUND SIGNAL2024Not reportedunknown
VANGUARD WELLINGTON FUND2024Not reportedunknown

Current plan terms

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Filing ACK_ID20251014154131NAL0001631459001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗