Plan Ledger DOL Form 5500 · updated monthly

Levingston Group, LLC401(k)

LEVINGSTON 401K PLAN · LAKE CHARLES, LA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Levingston Group, LLC reported $1,453 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $902 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 0.01% to 0.00%. 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 134th-largest of 884 plans among Louisiana employers on file, and the 2,942nd of 11,654 in professional & technical services. In 2024, employees put in $8.98 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$45,967,955
Participants with balances392
Active participants368
Employer contributions$332,000
Employee contributions$2,981,412
Employer contribution per active participant$902
Average account balance$117,265
Benefits paid to participants$3,822,536
Plan auditUnmodified (clean) audit opinion
AuditorLANGLEY, WILLIAMS AND COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$46.0M · 392 accts · $332K emplr
2023$38.3M · 360 accts · $255K emplr
2022$31.0M · 351 accts
Administrative expenses, itemized · 2024
Investment management$12,458
Total administrative$1,453
The Levingston Group, LLC 401(k) match · 2024
Employer contribution per active participant$902
Median for plans this size$2,416
2024$902 per active participant
2023$731 per active participant

Levingston Group, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$12,458

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$1,453 · 0.00%
2023$3,194 · 0.01%
2022$2,318 · 0.01%
Same employer
Similar plansProfessional & Technical Services · Louisiana
Georges Enterprises, LLC LA$55.7M · 0.34%
Deutsch Kerrigan L.L.P. LA$46.7M · 0.04%
Canal HR, Inc. LA$45.9M · 0.05%
Keystone Engineering Inc. LA$45.5M · 0.26%
Delmar Systems, Inc. LA$42.6M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271305053 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.