Leavitt Group Enterprises, Inc.401(k)
THE LEAVITT GROUP PROFIT SHARING AND RETIREMENT SAVINGS EMPLOYEE STOCK OWNERSHIP PLAN · CEDAR CITY, UT · plan year 2024
Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works
Leavitt Group Enterprises, Inc. reported $654,263 in plan administrative expenses for 2024: 0.29% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,941 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 rose from 0.26% to 0.29%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 29th-largest of 848 plans among Utah employers on file, and the 511th of 4,798 in finance & insurance. In 2024, employees put in $2.89 for every $1.00 the employer contributed; active participation has grown from 2,559 to 2,895 since 2022.
Leavitt Group Enterprises, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 880090855 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.