Plan Ledger DOL Form 5500 · updated monthly

Levenfeld Pearlstein, LLC401(k)

LEVENFELD PEARLSTEIN MEMBER AND STAFF RETIREMENT PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Levenfeld Pearlstein, LLC reported $18,579 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $14,825 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 0.18% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,124th-largest of 3,702 plans among Illinois employers on file, and the 3,411th of 11,654 in professional & technical services. In 2024, the employer put in $1.08 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$38,456,862
Participants with balances134
Active participants119
Employer contributions$1,764,131
Employee contributions$1,630,467
Employer contribution per active participant$14,825
Average account balance$286,992
Benefits paid to participants$4,429,230
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$38.5M · 134 accts · $1.8M emplr
2023$36.1M · 131 accts · $1.1M emplr
2022$36.3M · 133 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,579
Total administrative$18,579
The Levenfeld Pearlstein, LLC 401(k) match · 2024
Employer contribution per active participant$14,825
Median for plans this size$2,416
2024$14,825 per active participant
2023$9,200 per active participant
2022$10,181 per active participant

Levenfeld Pearlstein, LLC's 2024 employer contribution ran above the $2,416 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 · 20241
JOHN HANCOCK RETIREMENT PLAN SVCS · Recordkeeping · Loan processing$18,579

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$18,579 · 0.05%
2023$27,571 · 0.08%
2022$68,865 · 0.18%
Same employer
Similar plansProfessional & Technical Services · Illinois
Pctel, Inc. IL$39.0M · 0.30%
Porte Brown LLC IL$38.8M · 0.06%
Q-Centrix LLC IL$38.7M · 0.31%
Wight & Company IL$38.6M · 0.24%
Klingner & Associates, P.C. IL$38.5M · 0.18%
Tressler LLP IL$38.1M · 0.29%
Scheffel & Company, P.C. IL$38.0M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364271298 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.