# Leydig, Voit & Mayer, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/leydig-voit-mayer-ltd-401k-plan

> Leydig, Voit & Mayer, Ltd.'s 401(k) plan: 151 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/david-vaughan-investments-llc) — NONE

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/leydig-voit-mayer-ltd-401k-plan)

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