Plan Ledger DOL Form 5500 · updated monthly

Sam Levitz Furniture Company, Inc.401(k)

SAM LEVITZ FURNITURE COMPANY, INC. 401(K) PLAN · TUCSON, AZ · plan year 2022

Reported admin expense ratio · 2022
0.35%

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

Sam Levitz Furniture Company, Inc. reported $10,759 in plan administrative expenses for 2022: 0.35% of average plan assets, below the peer median. Employer contributions averaged $27 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Arizona (994th of 1,285), and 4,409th of 5,215 in retail trade. In 2022, employees put in $20.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,798,495
Participants with balances232
Active participants497
Employer contributions$13,317
Employee contributions$272,671
Employer contribution per active participant$27
Average account balance$12,062
Benefits paid to participants$241,254
Plan auditUnmodified (clean) audit opinion
AuditorLUDWIG KLEWER & RUDNER PLLC
Plan history2
Yearassets · accounts · employer contribution
2024$0 · $6K emplr
2022$2.8M · 232 accts · $13K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$7,182
Investment management$3,577
Total administrative$10,759
The Sam Levitz Furniture Company, Inc. 401(k) match · 2022
Employer contribution per active participant$27
Median for plans this size$1,114

Sam Levitz Furniture Company, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2024Not separately reported
2022$10,759 · 0.35%
Similar plansRetail Trade · Arizona
Mesa Imports, Inc. AZ$3.3M · 0.74%
Selectblinds LLC AZ$3.1M · 0.01%
Cruise America, Inc. AZ$2.9M · 0.02%
Alta Cima Corp. AZ$2.8M · 0.11%
Freight Sales, Inc. AZ$2.4M · 0.86%
The Carioca Company AZ$2.2M · 0.03%
Zamora Automotive, Inc. AZ$2.1M · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860108422 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.