Plan Ledger DOL Form 5500 · updated monthly

Level 10 Holdings, Co.ESOP

LEVEL 10 EMPLOYEE STOCK OWNERSHIP PLAN · HOFFMAN ESTATES, IL · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Level 10 Holdings, Co. reported $30 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,705 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 0.000% to 0.000%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,649th-largest of 3,702 plans among Illinois employers on file, and the 1,814th of 4,246 in wholesale trade. active participation has grown from 103 to 133 since 2022.

Plan summary
Net assets, end of year$21,076,086
Participants with balances153
Active participants133
Employer contributions$492,700
Employee contributions—
Employer contribution per active participant$3,705
Average account balance$137,752
Benefits paid to participants$22,915
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$21.1M · 153 accts · $493K emplr
2023$19.5M · 123 accts · $217K emplr
2022$9.9M · 109 accts · $165K emplr
Employer contributions to the Level 10 Holdings, Co. plan · 2024
Employer contribution per active participant$3,705
Median for plans this size$2,416
2024$3,705 per active participant
2023$1,921 per active participant
2022$1,605 per active participant

Level 10 Holdings, Co.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$30 · 0.00%
2023$30 · 0.00%
2022$30 · 0.00%
Similar plansWholesale Trade · Illinois
Ty, Inc. IL$22.2M · 0.24%
National Lift Truck, Inc. IL$20.7M · 0.01%
Ace Wholesale Holdings LLC IL$20.0M · 0.07%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 811533186 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.