Plan Ledger DOL Form 5500 · updated monthly

Longview Capital Corporation401(k)

LONGVIEW CAPITAL CORPORATION 401(K) PLAN · NEWMAN, IL · plan year 2024

Reported admin expense ratio · 2024
0.82%

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

Longview Capital Corporation reported $75,097 in plan administrative expenses for 2024: 0.82% of average plan assets, above the peer median. Employer contributions averaged $2,062 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 0.74% to 0.82%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Illinois (2,360th of 3,702), and 557th of 786 in management of companies. In 2024, employees put in $2.04 for every $1.00 the employer contributed; active participation has grown from 124 to 162 since 2022.

Plan summary
Net assets, end of year$10,365,348
Participants with balances153
Active participants162
Employer contributions$334,076
Employee contributions$682,224
Employer contribution per active participant$2,062
Average account balance$67,747
Benefits paid to participants$614,621
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.4M · 153 accts · $334K emplr
2023$7.9M · 133 accts · $290K emplr
2022$6.0M · 120 accts · $252K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$75,097
Total administrative$75,097
The Longview Capital Corporation 401(k) match · 2024
Employer contribution per active participant$2,062
Median for plans this size$1,313
2024$2,062 per active participant
2023$2,000 per active participant
2022$2,034 per active participant

Longview Capital Corporation's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
EDWARD D JONES & COMPANY · Investment advisory (participants)$30,601
WILSHIRE ASSOCIATES INC (USA) · Investment advisory (participants)$1,749

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$75,097 · 0.82%
2023$54,850 · 0.79%
2022$45,450 · 0.74%
Same employer
Similar plansManagement of Companies · Illinois
Qsrsoft, LLC IL$19.7M · 0.03%
Service Holdings, LLC IL$16.6M · 0.46%
Bancorp Financial, Inc. IL$13.2M · 0.03%
Cl Enterprises IL$8.1M · 0.78%
Trm Nre Acquisition LLC IL$7.3M · 0.25%
Barr Management, LTD. IL$7.0M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371090971 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.