Plan Snapshot
- Plan Sponsor: Leydig, Voit & Mayer, Ltd.
- Sponsor EIN: 362708672
- Sponsor Address: TWO PRUDENTIAL PLAZA, CHICAGO, IL, 60601
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $149.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 151 | $149.3M | $2.2M | $1.8M |
| 2023 | 160 | $129.5M | $2.0M | $1.8M |
| 2022 | 150 | $112.7M | $0 | $1.7M |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT | Auditor | $14,385 | — | $14,385 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,385
- Estimated Expense Ratio: 0.010% 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 | $189,395 | $166,427 | $2,100 | $14,385 | — |
| 2023 | $119,247 | $108,060 | $4,800 | — | — |
| 2022 | $99,857 | $91,498 | — | — | — |