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 |
|---|---|---|---|---|
| AT INVESTMENT ADVISERS INC | NONE | $67,436 | — | $67,436 |
| DAVID VAUGHAN INVESTMENTS LLC | NONE | $42,917 | — | $42,917 |
| SAGE FINANCIAL MANAGEMENT GROU | NONE | $23,907 | — | $23,907 |
| MONETA GROUP INVESTMENT ADV | NONE | $16,623 | — | $16,623 |
| CHERRY BEKAERT & HOLLAND LLP | NONE | $16,485 | — | $16,485 |
| CHARLES SCHWAB & CO., INC. | NONE | $12,088 | — | $12,088 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $7,643 | — | $7,643 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DAVID VAUGHAN INVESTMENTS LLC — NONE
- CHARLES SCHWAB & CO., INC. — NONE
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $187,099
- Estimated Expense Ratio: 0.125% 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 | — | — | — |