# Levering Management INC. 401(k) Plan
Source: https://planprovider.pro/companies/levering-management-inc-401k-plan

> Levering Management INC.'s 401(k) plan: 136 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Levering Management INC.

- **Sponsor EIN:** 310851940

- **Sponsor Address:** 201 N. MAIN ST., MT VERNON, OH, 43050

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

- **Total Participants:** 136

- **Total Assets:** $4.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|136|$4.4M|$57,660|$139,491|

| 2023|140|$4.0M|$51,851|$133,196|

| 2022|149|$4.0M|$55,045|$145,577|

## 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|

| CITRIN COOPERMAN & CO LLP|Auditor|—|—|$0|

## 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|$15,918|—|$15,918|—|—|

| 2023|$12,781|—|$12,781|—|—|

| 2022|$4,195|—|—|—|$4,195|

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