Plan Snapshot
- Plan Sponsor: Levenfeld Pearlstein, LLC
- Sponsor EIN: 364271298
- Sponsor Address: 120 S. RIVERSIDE PLAZA, SUITE 1800, CHICAGO, IL, 60606
- Plan Type: DB
- Total Participants: 111
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 111 | $8.0M | $1.8M | $0 |
| 2023 | 114 | $7.4M | $1.7M | $0 |
| 2022 | 109 | $6.5M | $1.6M | $0 |
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 |
|---|---|---|---|---|
| BERNSTEIN | NONE | $57,587 | — | $57,587 |
| CHERRY BEKAERT, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,587
- Estimated Expense Ratio: 0.717% 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 | $57,587 | $57,587 | — | — | — |
| 2023 | $27,664 | $27,664 | — | — | — |
| 2022 | $25,102 | $25,102 | — | — | — |