Plan Ledger DOL Form 5500 · updated monthly

Levine Management Group, Inc.401(k)

LEVINE MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN · LOS ANGELES, CA · plan year 2021

Reported admin expense ratio · 2021
0.82%

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

Levine Management Group, Inc. reported $26,965 in plan administrative expenses for 2021: 0.82% of average plan assets, above the peer median. Employer contributions averaged $598 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 1 year on file its reported administrative ratio fell from 0.82% to 0.76%. The plan sits in the $1M–$10M size bracket, benchmarked here against 289 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in California (7,681st of 9,483), and 4,432nd of 5,337 in construction. In 2021, employees put in $3.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,346,073
Participants with balances77
Active participants109
Employer contributions$65,230
Employee contributions$238,653
Employer contribution per active participant$598
Average account balance$43,455
Benefits paid to participants$449,710
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2022$2.9M · 77 accts · $67K emplr
2021$3.3M · 77 accts · $65K emplr
Administrative expenses, itemized · 2021
Recordkeeping & contract admin$26,965
Total administrative$26,965
The Levine Management Group, Inc. 401(k) match · 2021
Employer contribution per active participant$598
Median for plans this size$994
2022$636 per active participant
2021$598 per active participant

Levine Management Group, Inc.'s 2021 employer contribution ran below the $994 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 2021 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2022$24,052 · 0.76%
2021$26,965 · 0.82%
Similar plansConstruction · California
Twr Enterprises, Inc. CA$3.4M · 0.32%
Spectra Company Inc CA$3.4M · 0.54%
Circle M Contractors Inc. CA$3.3M · 0.97%

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Source: U.S. Department of Labor, Form 5500 series, EIN 956101110 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.