# Levenfeld Pearlstein, LLC DB Plan
Source: https://planprovider.pro/companies/levenfeld-pearlstein-llc-plan-003

> Levenfeld Pearlstein, LLC's DB plan: 111 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

## Similar Plans

- [Hall Prangle & Schoonveld LLC](https://planprovider.pro/companies/hall-prangle-schoonveld-llc-401k-plan) — 108 participants

- [Vedder Price P.C.](https://planprovider.pro/companies/vedder-price-p-c-plan-002) — 116 participants

- [Elgron, INC.](https://planprovider.pro/companies/elgron-inc-401k-plan) — 105 participants

- [Horwood Marcus & Berk Chartered](https://planprovider.pro/companies/horwood-marcus-berk-chartered-401k-plan) — 104 participants

- [Levenfeld Pearlstein, LLC](https://planprovider.pro/companies/levenfeld-pearlstein-llc-401k-plan-001) — 119 participants

- [Foran Glennon Palandech & Ponzi, PC](https://planprovider.pro/companies/foran-glennon-palandech-ponzi-pc-401k-plan) — 103 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/levenfeld-pearlstein-llc-plan-003)

© 2026 PlanProvider.Pro