Plan Ledger DOL Form 5500 · updated monthly

The Levy Company, Inc.401(k)

THE LEVY COMPANY 401(K) PLAN · SELMA, TX · plan year 2023

Reported admin expense ratio · 2023
0.50%

The Levy Company, Inc. reported $29,039 in plan administrative expenses for 2023: 0.50% of average plan assets, below the peer median. 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 1 year on file its reported administrative ratio fell from 0.76% to 0.50%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Texas (3,711th of 5,688), and 3,671st of 5,337 in construction.

Plan summary
Net assets, end of year$6,470,899
Participants with balances183
Active participants168
Employer contributions—
Employee contributions$611,492
Employer contribution per active participant—
Average account balance$35,360
Benefits paid to participants$587,173
Plan auditUnmodified (clean) audit opinion
AuditorADKF PC
Plan history2
Yearassets · accounts · employer contribution
2023$6.5M · 183 accts
2022$5.2M · 205 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$11,125
Investment management$17,914
Total administrative$29,039
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
NEWPORT GROUP, INC. · Recordkeeping · Loan processing$11,125
RBC CAPITAL MARKETS CORP. · Investment advisory (plan)$25,482

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

Administrative cost history2
2023$29,039 · 0.50%
2022$35,715 · 0.76%
All plans at this employer2
THE LEVY COMPANY 401(K) PLAN401(k)
THE LEVY COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansConstruction · Texas
Gadco Holding, LLC TX$6.6M · 0.63%
B&E Resources, LLC TX$6.6M · 0.20%
Capform, Inc. TX$6.6M · 0.35%
Ckm Industries, Inc. TX$6.5M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742942371 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.