Plan Ledger DOL Form 5500 · updated monthly

Levain Bakery, Inc.401(k)

LEVAIN BAKERY COOKIE COMPANY, LLC PROFIT SHARING · NEW YORK, NY · plan year 2025

Reported admin expense ratio · 2025
0.90%

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

Levain Bakery, Inc. reported $57,314 in plan administrative expenses for 2025: 0.90% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,424 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 3 years on file its reported administrative ratio fell from 1.02% to 0.90%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in New York (4,183rd of 5,648), and 10,452nd of 13,661 in manufacturing. In 2025, employees put in $2.28 for every $1.00 the employer contributed; active participation has grown from 328 to 435 since 2022.

Plan summary
Net assets, end of year$6,441,923
Participants with balances490
Active participants435
Employer contributions$619,287
Employee contributions$1,411,613
Employer contribution per active participant$1,424
Average account balance$13,147
Benefits paid to participants$2,584,870
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$6.4M · 490 accts · $619K emplr
2024$6.3M · 471 accts · $573K emplr
2023$4.6M · 442 accts · $440K emplr
2022$3.2M · 400 accts · $332K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$43,440
Investment management$13,874
Total administrative$57,314
The Levain Bakery, Inc. 401(k) match · 2025
Employer contribution per active participant$1,424
Median for plans this size$1,464
2025$1,424 per active participant
2024$1,342 per active participant
2023$1,071 per active participant
2022$1,013 per active participant

Levain Bakery, Inc.'s 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$46,639
MORGAN STANLEY GLOBAL · Investment advisory (plan)$13,879

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$57,314 · 0.90%
2024$55,429 · 1.02%
2023$39,908 · 1.03%
2022$28,972 · 1.02%
Same employer
Similar plansManufacturing · New York
Robert Busse & Co., Inc. NY$6.7M · 0.52%
Idea Nuova, Inc. NY$6.7M · 0.02%
Dvf Studio, LLC NY$6.7M · 0.91%
Aakron Rule Corporation NY$6.4M · 0.80%
Seviroli Foods, LLC NY$6.4M · 0.17%
Haakon Industries, Inc. NY$6.4M · 1.27%
Costanzo's Bakery, LLC NY$6.4M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271291341 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.