Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Level Ex
Level Ex 401(k)
- Professional, scientific, and technical services
- Westchester, IL
- EIN 47-5140862
- 1 plan with Schedule H financials
- Plan year 2024
- Level Ex, Inc.
- filed as Level EX, Inc.
Administrative expenses excluding investment management, per participant · Level EX, Inc. 401(k) Plan · plan year 2024
$276.69
Higher than 88% of the 14,713 plans $1 to 10M that report it.
Source
= $35,416 / 128
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250729143512NAL0001402739001, received 2025-07-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250729143512NAL0001402739001, received 2025-07-29
Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-07-29.
Cost and contributions
Administrative expenses per participant
$309.72
Higher than 83% of the 15,210 plans $1 to 10M that report it.
Source
= $39,644 / 128
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250729143512NAL0001402739001, received 2025-07-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250729143512NAL0001402739001, received 2025-07-29
Administrative expenses as a share of assets
0.521%
Higher than 50% of the 15,243 plans $1 to 10M that report it.
Source
= $39,644 / $7,603,271
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250729143512NAL0001402739001, received 2025-07-29
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250729143512NAL0001402739001, received 2025-07-29
Employer contributions per participant
$3,193
Higher than 93% of the 13,342 plans $1 to 10M that report it.
Source
= $408,673 / 128
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250729143512NAL0001402739001, received 2025-07-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250729143512NAL0001402739001, received 2025-07-29
Employer share of total contributions
28.2%
Higher than 47% of the 13,370 plans $1 to 10M that report it.
Source
= $408,673 / $1,451,196
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250729143512NAL0001402739001, received 2025-07-29
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250729143512NAL0001402739001, received 2025-07-29
Plan terms, as stated in Level Ex, Inc.'s SEC filings
Plan terms are not published in public filings.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250729143512NAL0001402739001, received 2025-07-29
Full record, Level EX, Inc. 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | LEVEL EX, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250729143512NAL0001402739001, received 2025-07-29 |
| Plan name | LEVEL EX, INC. 401K PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250729143512NAL0001402739001, received 2025-07-29 |
| Sponsor EIN / plan number | 47-5140862 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250729143512NAL0001402739001, received 2025-07-29 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250729143512NAL0001402739001, received 2025-07-29 |
| Sponsor location | WESTCHESTER, IL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250729143512NAL0001402739001, received 2025-07-29 |
| Industry (business code) | 541990, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250729143512NAL0001402739001, received 2025-07-29 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250729143512NAL0001402739001, received 2025-07-29 |
| Filing received | 2025-07-29 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250729143512NAL0001402739001, received 2025-07-29 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250729143512NAL0001402739001, received 2025-07-29 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250729143512NAL0001402739001, received 2025-07-29 |
| Participants, beginning of year | 178 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250729143512NAL0001402739001, received 2025-07-29 |
| Active participants | 49 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250729143512NAL0001402739001, received 2025-07-29 |
| Participants, end of year | 135 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250729143512NAL0001402739001, received 2025-07-29 |
| Participants with an account balance | 128 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250729143512NAL0001402739001, received 2025-07-29 |
| Total assets, beginning of year | $6,068,318 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250729143512NAL0001402739001, received 2025-07-29 |
| Total assets, end of year | $7,603,271 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250729143512NAL0001402739001, received 2025-07-29 |
| Net assets, end of year | $7,603,271 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250729143512NAL0001402739001, received 2025-07-29 |
| Total income | $2,489,185 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250729143512NAL0001402739001, received 2025-07-29 |
| Net income | $1,534,953 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250729143512NAL0001402739001, received 2025-07-29 |
| Employer contributions | $408,673 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250729143512NAL0001402739001, received 2025-07-29 |
| Participant contributions | $983,447 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250729143512NAL0001402739001, received 2025-07-29 |
| Other contributions (incl. rollovers) | $59,076 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250729143512NAL0001402739001, received 2025-07-29 |
| Total contributions | $1,451,196 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250729143512NAL0001402739001, received 2025-07-29 |
| Benefit payments | $896,991 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250729143512NAL0001402739001, received 2025-07-29 |
| Total expenses (incl. benefit payments) | $954,232 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250729143512NAL0001402739001, received 2025-07-29 |
| Total administrative expenses | $39,644 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250729143512NAL0001402739001, received 2025-07-29 |
| Contract administrator fees | $35,266 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250729143512NAL0001402739001, received 2025-07-29 |
| Investment advisory and management fees | $4,228 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250729143512NAL0001402739001, received 2025-07-29 |
| Administrative expenses excluding investment management | $35,416 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250729143512NAL0001402739001, received 2025-07-29 |
| Held in mutual funds | $7,497,335 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250729143512NAL0001402739001, received 2025-07-29 |
| Independent auditor | SELDEN FOX, LTD | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250729143512NAL0001402739001, received 2025-07-29 |
Position = column in the DOL layout for form year 2024. Filing 20250729143512NAL0001402739001, received 2025-07-29.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | 26 Investment advisory (participants) | $36,241 | yes |
| UBS FINANCIAL SERVICES INC | SERVICE PROVIDER | 99 Other fees | $0 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250729143512NAL0001402739001, received 2025-07-29.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $6,068,318 | $7,603,271 | 25.3% |
| Participants with a balance | 153 | 128 | -16.3% |
| Administrative expenses | $27,890 | $39,644 | 42.1% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $473,067 | $408,673 | -13.6% |
Prior filing 20240916180238NAL0002540288001, received 2024-09-16; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: LEVEL EX, INC.; SEC registrant: Level Ex, Inc. (CIK 1656358, matched by EIN).