Plan Ledger DOL Form 5500 · updated monthly

The Levy Group, Inc.401(k)

THE LEVY GROUP, INC. 401(K) PLAN · NEW YORK, NY · plan year 2025

Reported admin expense ratio · 2025
0.02%

The Levy Group, Inc. reported $2,927 in plan administrative expenses for 2025: 0.02% of average plan assets, lower than ~75% of peers. 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 3 years on file its reported administrative ratio rose from 0.017% to 0.021%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in New York (2,982nd of 5,648), and 7,141st of 13,661 in manufacturing.

Plan summary
Net assets, end of year$14,823,384
Participants with balances123
Active participants192
Employer contributions—
Employee contributions$754,305
Employer contribution per active participant—
Average account balance$120,515
Benefits paid to participants$1,249,341
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$14.8M · 123 accts
2024$12.5M · 97 accts
2023$9.8M · 87 accts · $1K emplr
2022$8.0M · 88 accts · $9K emplr
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 · 20251
AMERICAN FIDUCIARY CORPORATION · Other servicesindirect comp

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$2,927 · 0.02%
2024$6,933 · 0.06%
2023$925 · 0.01%
2022$1,525 · 0.02%
Same employer
Similar plansManufacturing · New York
Epimed International, Inc. NY$15.0M · 0.27%
Garan, Inc. NY$15.0M · 0.45%
Voss Manufacturing, Inc. NY$14.9M · 0.05%
The Soundcoat Company, Inc. NY$14.8M · 0.02%
Pool Cover Corporation NY$14.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133855230 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.