# The Levy Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-levy-company-inc-401k-plan-001

> The Levy Company, INC.'s 401(k) plan: 168 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Levy Company, INC.

- **Sponsor EIN:** 742942371

- **Sponsor Address:** 16294 IH 35 NORTH, SELMA, TX, 78154

- **Plan Type:** 401(k)

- **Total Participants:** 168

- **Total Assets:** $6.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|168|$6.5M|$0|$0|

| 2023|141|$5.2M|$0|$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|

| ADKF PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADKF PC](https://planprovider.pro/provider/adkf-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$29,039|$17,914|$11,125|—|—|

| 2023|$35,715|$13,745|$21,970|—|—|

## Similar Plans

- [Trismart Solar, LLC](https://planprovider.pro/companies/trismart-solar-llc-401k-plan) — 166 participants

- [J.B.I. Electrical Systems, INC.](https://planprovider.pro/companies/j-b-i-electrical-systems-inc-401k-plan) — 170 participants

- [Electric Power Engineers, LLC](https://planprovider.pro/companies/electric-power-engineers-llc-401k-plan) — 159 participants

- [Dailey Company, INC.](https://planprovider.pro/companies/dailey-company-inc-401k-plan) — 155 participants

- [Hi-Tech Electric, INC.](https://planprovider.pro/companies/hi-tech-electric-inc-401k-plan-001-5454) — 181 participants

- [Trio Electric, Ltd.](https://planprovider.pro/companies/trio-electric-ltd-401k-plan) — 190 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-levy-company-inc-401k-plan-001)

© 2026 PlanProvider.Pro