Retirement plan

LAVITT GROUP, INC. 401(K) PLAN

Name: LAVITT GROUP, INC. - LAVITT GROUP, INC. 401(K) PLAN (2025) Form 5500
Creator: LAVITT GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LAVITT GROUP, INC. 401(K) PLAN, LAVITT GROUP, INC.

LAVITT GROUP, INC.EIN 86-3159249Plan #002PY 2025

125 MICHAEL DRIVE, SUITE 103 - SYOSSET, NY 11791631-777-3544

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$16.5M

-5.5% from 2024

Total participants

112

-13.8% from 2024

Average account balance

$147,458

+9.7% from 2024

Annual return

12.88%

+0.03 pp from 2024

Benchmarks

See 7,480 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort7,480 peers

Snapshot2025

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$16.52M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$147K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

112

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$495K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.88%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1217

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

See the 4-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 6 by compensation

Provider	Service type	Compensation
CAPFINANCIAL PARTNERS LLC3 years Service code 27 4208 SIX FORKS RD · RALEIGH, NC 27609	Advisory (Plan)	$37,337
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$29,565
PKF O'CONNOR DAVIES, LLP2 years Filed as: PKF O'CONNOR DAVIES LLP Service code 99 PO BOX 5381 · DEPTFORD, NJ 08096	Other Fees	$12,165
LITTLER MENDELSON, P.C.3 years Service code 29 PO BOX 45547 · SAN FRANCISCO, CA 941450547	Legal	$10,128
EPIC RETIREMENT PLAN SERVICES1 year Filed as: THE RETIREMENT PLAN COMPANY,LLC Service code 13 PO BOX 306462 · NASHVILLE, TN 372306462	Contract Administrator	$3,333
ALLIANCE PENSION CONSULTANTS, LLC4+ years Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964	Contract Administrator	$1,667

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$136K

$2311 / participant

Recordkeeping$77K56.3%
Trustee / custodial$10K7.4%
Investment mgmt$37K27.4%
Other / not subdivided$12K8.9%

% of EOY assets

0.826%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: PKF O'CONNOR DAVIES
Auditor EIN: 271728945
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$147,458

$74,927+96.8%

$101,794+44.9%

$84,808+73.9%

Participation rate

100.0%

61.4%+38.6pp

69.2%+30.8pp

68.3%+31.7pp

Annual return

12.88%

18.70%-5.8pp

30.53%-17.6pp

40.90%-28.0pp

Employer contribution / active EE

$311

$1,522-79.5%

$2,289-86.4%

$2,631-88.2%

Participant deferral / active EE

$8,083

$3,099+160.8%

$4,084+97.9%

$4,212+91.9%

Admin fee / account holder

$1,217

$6,514-81.3%

$8,777-86.1%

$7,344-83.4%

Provider

Service type

Compensation

CAPFINANCIAL PARTNERS LLC3 years

Service code 27

4208 SIX FORKS RD · RALEIGH, NC 27609

Advisory (Plan)

$37,337

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER LIFE & ANNUITY INSURANCE

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$29,565

PKF O'CONNOR DAVIES, LLP2 years

Filed as: PKF O'CONNOR DAVIES LLP

Service code 99

PO BOX 5381 · DEPTFORD, NJ 08096

Other Fees

$12,165

LITTLER MENDELSON, P.C.3 years

Service code 29

PO BOX 45547 · SAN FRANCISCO, CA 941450547

Legal

$10,128

EPIC RETIREMENT PLAN SERVICES1 year

Filed as: THE RETIREMENT PLAN COMPANY,LLC

Service code 13

PO BOX 306462 · NASHVILLE, TN 372306462

Contract Administrator

$3,333

ALLIANCE PENSION CONSULTANTS, LLC4+ years

Filed as: THE PARAGON ALLIANCE GROUP, LLC

Service code 13

300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964

Contract Administrator

$1,667

LAVITT GROUP, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LAVITT GROUP, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion