# Levy Realty Advisors, LLC DC Plan
Source: https://planprovider.pro/companies/levy-realty-advisors-llc-843018984-001

> Levy Realty Advisors, LLC's DC plan: 24 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Levy Realty Advisors, LLC

- **Sponsor EIN:** 843018984

- **Sponsor Address:** 4901 N.W. 17TH WAY, FT LAUDERDALE, FL, 33309

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 24

- **Total Assets:** $4.4M

## 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.|

| 2025|24|$4.4M|$0|$0|

| 2024|18|$3.8M|$145,402|$0|

| 2023|16|$3.2M|$120,732|$0|

| 2022|11|$2.6M|$111,980|$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|

| LINSCO PRIVATE LEDGER|Investment Advisor|$29,134|—|$29,134|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $29,134

- **Estimated Expense Ratio:** 0.657% 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|

| 2025|$51,831|$29,134|—|—|—|

| 2024|$33,585|—|—|—|—|

| 2023|$35,554|—|—|—|—|

| 2022|$25,817|—|—|—|—|

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