Plan Ledger DOL Form 5500 · updated monthly

Livingston International, Inc.401(k)

LIVINGSTON INTERNATIONAL, INC. 401(K) RETIREMENT SAVINGS PLAN · ITASCA, IL · plan year 2025

Reported admin expense ratio · 2025
0.23%

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

Livingston International, Inc. reported $265,789 in plan administrative expenses for 2025: 0.23% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,600 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 4 years on file its reported administrative ratio has held roughly steady near 0.232%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 481st-largest of 3,702 plans among Illinois employers on file, and the 205th of 2,677 in transportation & warehousing. In 2025, employees put in $2.52 for every $1.00 the employer contributed; active participation has shrunk from 1,211 to 936 since 2022.

Plan summary
Net assets, end of year$123,221,233
Participants with balances1,292
Active participants936
Employer contributions$2,433,184
Employee contributions$6,134,853
Employer contribution per active participant$2,600
Average account balance$95,372
Benefits paid to participants$9,331,822
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$123.2M · 1,292 accts · $2.4M emplr
2024$106.2M · 1,423 accts · $2.3M emplr
2023$96.1M · 1,803 accts · $2.7M emplr
2022$86.8M · 1,712 accts · $2.7M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$150,013
Investment management$114,876
Total administrative$265,789
The Livingston International, Inc. 401(k) match · 2025
Employer contribution per active participant$2,600
Median for plans this size$4,093
2025$2,600 per active participant
2024$2,384 per active participant
2023$2,570 per active participant
2022$2,246 per active participant

Livingston International, Inc.'s 2025 employer contribution ran below the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
KESTRA ADVISORY SERVICES LLC · Investment advisory (plan)$75,828
EMPOWER ADVISORY GROUP, LLC · Investment management$39,048
QDRO CONSULTANTS COMPANY, LLC · Consulting$900

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

Administrative cost history4
2025$265,789 · 0.23%
2024$259,853 · 0.26%
2023$221,669 · 0.24%
2022$212,601 · 0.23%
Same employer
Similar plansTransportation & Warehousing · Illinois
Nippon Express U.S.A, Inc IL$146.0M · 0.18%
Durham School Services, L.P. IL$129.9M · 0.39%
M. H. Logistics Corporation IL$114.9M · 0.07%
Cj Logistics America, LLC IL$106.8M · 0.21%
Long Iron Services LLC IL$102.2M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521491147 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.