Plan Snapshot
- Plan Sponsor: Level Access, INC.
- Sponsor EIN: 061565704
- Sponsor Address: 1310 N COURTHOUSE ROAD, ARLINGTON, VA, 22201
- Plan Type: 401(k)
- Total Participants: 269
- Total Assets: $25.6M
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 | 269 | $25.6M | $1.0M | $3.1M |
| 2023 | 298 | $19.6M | $944,789 | $2.9M |
| 2022 | 272 | $13.0M | $847,306 | $2.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $68,137 | — | $68,137 |
| SECURITIES AMERICA ADVISOR INC | ADVISOR | $45,835 | — | $45,835 |
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $113,972
- Estimated Expense Ratio: 0.444% 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 | $118,392 | $50,255 | — | — | — |
| 2023 | $87,458 | $36,273 | — | — | — |
| 2022 | $75,428 | — | — | — | — |