# Levelup Hcs, LLC 401(k) Plan
Source: https://planprovider.pro/companies/levelup-hcs-llc-401k-plan

> Levelup Hcs, LLC's 401(k) plan: 165 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Levelup Hcs, LLC

- **Sponsor EIN:** 464517495

- **Sponsor Address:** 90 BROAD ST SUITE 902, NEW YORK, NY, 10004

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

- **Total Participants:** 165

- **Total Assets:** $6.3M

## 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|165|$6.3M|$183,015|$905,227|

| 2023|164|$5.5M|$341,512|$1.1M|

| 2022|346|$4.0M|$447,578|$1.5M|

## 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|

| ADP, INC.|RECORD KEEPER|$7,346|—|$7,346|

| SAX LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [SAX LLP](https://planprovider.pro/provider/sax-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $7,346

- **Estimated Expense Ratio:** 0.117% 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|$7,346|—|—|—|—|

| 2023|$9,118|—|—|—|—|

| 2022|$54,624|—|—|—|—|

## Similar Plans

- [Presencelearning, INC.](https://planprovider.pro/companies/presencelearning-inc-401k-plan) — 169 participants

- [Align Communications, INC.](https://planprovider.pro/companies/align-communications-inc-401k-plan) — 173 participants

- [Achieve Cybersecurity Holdings,](https://planprovider.pro/companies/achieve-cybersecurity-holdings-401k-plan) — 176 participants

- [Numerix LLC](https://planprovider.pro/companies/numerix-llc-401k-plan) — 154 participants

- [Ready Computing LLC](https://planprovider.pro/companies/ready-computing-resources-llc-401k-plan) — 152 participants

- [Electric Ai, INC.](https://planprovider.pro/companies/electric-ai-inc-plan-001) — 152 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/levelup-hcs-llc-401k-plan)

© 2026 PlanProvider.Pro