Plan Ledger DOL Form 5500 · updated monthly

Levity Live LLC401(k)

LEVITY LIVE LLC 401(K) PROFIT SHARING PLAN & TRUST · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
1.83%

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

Levity Live LLC reported $11,673 in plan administrative expenses for 2024: 1.83% of average plan assets, above the peer median. Employer contributions averaged $0 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 0.76% to 1.83%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in California (8,942nd of 9,483), and 1,247th of 1,311 in arts, entertainment & recreation.

Plan summary
Net assets, end of year$750,895
Participants with balances166
Active participants605
Employer contributions$0
Employee contributions$171,372
Employer contribution per active participant$0
Average account balance$4,523
Benefits paid to participants$54,115
Plan auditUnmodified (clean) audit opinion
AuditorLUCS HORSFALL MURPHY & PINDROH, LLP
Plan history2
Yearassets · accounts · employer contribution
2024$751K · 166 accts
2022$337K · 39 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,671
Investment management$7,612
Trustee / custodial$390
Total administrative$11,673
The Levity Live LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$540

Levity Live LLC's 2024 employer contribution ran below the $540 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 · 20241
BURNHAM GIBSON WEALTH ADVISORS LLC · Investment advisory (participants)$7,500

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

Administrative cost history2
2024$11,673 · 1.83%
2022$2,553 · 0.76%
Same employer
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Glostation Core USA Inc. CA$964K · 0.18%
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Sandbox Vr Pop-Up, LLC CA$619K · 0.19%
K-Kel, Inc. CA$597K · 2.87%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452751630 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.