Plan Ledger DOL Form 5500 · updated monthly

Level Ex, Inc.401(k)

LEVEL EX, INC. 401K PLAN · WESTCHESTER, IL · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Level Ex, Inc. reported $39,644 in plan administrative expenses for 2024: 0.58% of average plan assets, above the peer median. Employer contributions averaged $8,340 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 0.51% to 0.58%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Illinois (2,656th of 3,702), and 8,836th of 11,654 in professional & technical services. In 2024, employees put in $2.41 for every $1.00 the employer contributed; active participation has shrunk from 125 to 49 since 2022.

Plan summary
Net assets, end of year$7,603,271
Participants with balances128
Active participants49
Employer contributions$408,673
Employee contributions$983,447
Employer contribution per active participant$8,340
Average account balance$59,401
Benefits paid to participants$896,991
Plan auditUnmodified (clean) audit opinion
AuditorSELDEN FOX, LTD
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$7.6M · 128 accts · $409K emplr
2023$6.1M · 153 accts · $473K emplr
2022$4.3M · 151 accts · $463K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,266
Investment management$4,228
Total administrative$39,644
The Level Ex, Inc. 401(k) match · 2024
Employer contribution per active participant$8,340
Median for plans this size$1,313
2024$8,340 per active participant
2023$4,301 per active participant
2022$3,701 per active participant

Level Ex, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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.

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.

Service providers · 20242
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants)$36,241
UBS FINANCIAL SERVICES INCindirect comp

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

Administrative cost history4
2025Not separately reported
2024$39,644 · 0.58%
2023$27,890 · 0.54%
2022$21,897 · 0.51%
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Source: U.S. Department of Labor, Form 5500 series, EIN 475140862 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.