Plan Ledger DOL Form 5500 · updated monthly

Levi, Ray & Shoup, Inc.401(k)

LEVI RAY & SHOUP 401K MATCHING CONTRIBUTION PLAN · SPRINGFIELD, 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

Levi, Ray & Shoup, Inc. reported $76,525 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,617 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 0.08% to 0.05%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other information & media employers. By assets it is the 387th-largest of 3,702 plans among Illinois employers on file, and the 228th of 2,199 in information & media. In 2024, employees put in $1.97 for every $1.00 the employer contributed; active participation has grown from 488 to 555 since 2022.

Plan summary
Net assets, end of year$164,530,455
Participants with balances544
Active participants555
Employer contributions$2,562,506
Employee contributions$5,036,979
Employer contribution per active participant$4,617
Average account balance$302,446
Benefits paid to participants$12,216,836
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$164.5M · 544 accts · $2.6M emplr
2023$148.8M · 544 accts · $2.6M emplr
2022$127.5M · 549 accts · $2.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,840
Investment management$72,685
Total administrative$76,525
The Levi, Ray & Shoup, Inc. 401(k) match · 2024
Employer contribution per active participant$4,617
Median for plans this size$3,635
2024$4,617 per active participant
2023$5,625 per active participant
2022$5,183 per active participant

Levi, Ray & Shoup, Inc.'s 2024 employer contribution ran above the $3,635 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.

Service providers · 20241
TROXELL FINANCIAL · Investment advisory (plan)$72,685

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

Administrative cost history3
2024$76,525 · 0.05%
2023$63,072 · 0.05%
2022$118,469 · 0.08%
Same employer
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Nielsen Consumer LLC IL$738.4M · 0.04%
Ensono, LP IL$198.8M · 0.20%
Ifs North America, Inc. IL$195.6M · 0.13%
Cision US, Inc. IL$156.1M
Flexera Software LLC IL$130.8M · 0.09%
Groupon, Inc. IL$123.9M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371073724 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.