Plan Ledger DOL Form 5500 · updated monthly

Levlad, LLC401(k)

LEVLAD, LLC PROFIT SHARING PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Levlad, LLC reported $15,590 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $6,108 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 0.28% to 0.26%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (6,566th of 9,483), and 3,423rd of 5,215 in retail trade. In 2024, employees put in $2.41 for every $1.00 the employer contributed; active participation has shrunk from 58 to 14 since 2022.

Plan summary
Net assets, end of year$6,305,330
Participants with balances110
Active participants14
Employer contributions$85,518
Employee contributions$206,318
Employer contribution per active participant$6,108
Average account balance$57,321
Benefits paid to participants$391,605
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$6.3M · 110 accts · $86K emplr
2023$5.9M · 124 accts · $74K emplr
2022$5.5M · 127 accts · $78K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,324
Investment management$6,266
Total administrative$15,590
The Levlad, LLC 401(k) match · 2024
Employer contribution per active participant$6,108
Median for plans this size$1,313
2024$6,108 per active participant
2023$1,216 per active participant
2022$1,347 per active participant

Levlad, LLC's 2024 employer contribution ran above the $1,313 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 · 20243
TOWERS WATSON INVESTMENT · Investment advisory (plan)$5,749
EMPOWER ADVISORY GROUP, LLC · Investment management$517

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

Administrative cost history4
2025Not separately reported
2024$15,590 · 0.26%
2023$27,248 · 0.48%
2022$18,262 · 0.28%
Similar plansRetail Trade · California
Auto Town, Inc. CA$6.4M · 0.42%
Fireclay Tile, Inc. CA$6.4M · 0.52%
Marine Layer Pbc CA$6.3M · 0.33%
Canton Food Co. CA$6.3M · 1.02%
Connell Chevrolet CA$6.2M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952973496 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.