Plan Snapshot
- Plan Sponsor: Level Ex, INC.
- Sponsor EIN: 475140862
- Sponsor Address: 5 WESTBROOK CORPORATE CENTER, WESTCHESTER, IL, 60154
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 49 | $7.6M | $408,673 | $983,447 |
| 2023 | 110 | $6.1M | $473,067 | $1.2M |
| 2022 | 125 | $4.3M | $462,585 | $1.1M |
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 |
|---|---|---|---|---|
| SELDEN FOX, LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SELDEN FOX, LTD — 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 |
|---|---|---|---|---|---|
| 2025 | $1,134 | — | $1,134 | — | — |
| 2024 | $39,644 | $4,228 | $35,266 | — | — |
| 2023 | $27,890 | $2,593 | $24,897 | — | — |
| 2022 | $21,897 | — | — | — | — |