Levenfeld Pearlstein 401(k) match, vesting and fees
What Levenfeld Pearlstein's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | John Hancock Retirement Plan Svcs | Schedule C ↗ |
| Independent auditor | Cherry Bekaert, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Levenfeld Pearlstein: employer contribution per participant | $13,165 | |
| Peer median | $2,521 |
| Levenfeld Pearlstein: average balance | $286,992 | |
| Peer median | $75,833 |
| Levenfeld Pearlstein: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $41.2M at the end of plan year 2021 to $38.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 137 | $38.5M | $1.8M | $13,165 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 133 | $36.1M | $1.1M | $8,287 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 145 | $36.3M | $1.3M | $9,645 | 0.18% | Not published | Form 5500 ↗ |
| 2021 | 124 | $41.2M | $1.3M | $11,735 | 0.19% | Not published | 5500-SF ↗ |
Other Levenfeld Pearlstein plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Levenfeld Pearlstein Attorney Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Levenfeld Pearlstein, LLC Cash Balance Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Cherry Bekaert, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Levenfeld Pearlstein match 401(k) contributions?
The match terms for the Levenfeld Pearlstein Member and Staff Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $1.8M in employer contributions, about $13,165 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Levenfeld Pearlstein 401(k) match vested?
The vesting schedule for the Levenfeld Pearlstein Member and Staff Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Levenfeld Pearlstein 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock Retirement Plan Svcs. The plan administrator is Levenfeld Pearlstein, LLC.
I left Levenfeld Pearlstein. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Levenfeld Pearlstein, LLC, (312) 476-7591) or the recordkeeper, John Hancock Retirement Plan Svcs. The Levenfeld Pearlstein old 401(k) page lists the contacts from every plan filing. Find an old Levenfeld Pearlstein 401(k)
Data from the public Form 5500 annual reports Levenfeld Pearlstein filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Levenfeld Pearlstein. Not financial advice. Report a correction · Methodology