Plan Snapshot
- Plan Sponsor: Edw. C. Levy Co.
- Sponsor EIN: 381253012
- Sponsor Address: 9300 DIX AVENUE, DEARBORN, MI, 48120
- Plan Type: 401(k)
- Total Participants: 1,427
- Total Assets: $148.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,427 | $148.6M | $6.3M | $10.1M |
| 2023 | 1,334 | $125.1M | $5.4M | $9.0M |
| 2022 | 1,062 | $102.7M | $4.6M | $7.9M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — 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 | $167,336 | $25,780 | $1,200 | — | — |
| 2023 | $148,379 | $19,883 | $300 | — | — |
| 2022 | $125,005 | $14,904 | — | — | — |