Plan Snapshot
- Plan Sponsor: Levata
- Sponsor EIN: 203290210
- Sponsor Address: 101 N WACKER DRIVE, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 514
- Total Assets: $42.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 514 | $42.0M | $1.0M | $3.4M |
| 2023 | 488 | $37.2M | $994,399 | $3.5M |
| 2022 | 512 | $28.7M | $986,258 | $3.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| GRANT THORNTON LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $183,456 | $112,202 | $71,254 | — | — |
| 2023 | $158,125 | $95,164 | $62,961 | — | — |
| 2022 | $140,160 | $81,455 | $58,705 | — | — |