Plan Snapshot
- Plan Sponsor: Levenfeld Pearlstein, LLC
- Sponsor EIN: 364271298
- Sponsor Address: 120 S RIVERSIDE PLAZA, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $38.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 119 | $38.5M | $1.8M | $1.6M |
| 2023 | 118 | $36.1M | $1.1M | $1.7M |
| 2022 | 126 | $36.3M | $1.3M | $1.4M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | RETAINED BY PLAN SPONSOR | $18,579 | — | $18,579 |
| CHERRY BEKAERT, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PLAN SVCS — RETAINED BY PLAN SPONSOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,579
- Estimated Expense Ratio: 0.048% of plan assets
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 | $18,579 | — | $18,579 | — | — |
| 2023 | $27,571 | — | $27,571 | — | — |
| 2022 | $68,865 | — | $53,364 | — | — |