Levin & Associates, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Levin & Associates, INC.
  • Sponsor EIN: 953611067
  • Sponsor Address: 700 S FLOWER ST STE 575, LOS ANGELES, CA, 90017
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $1.2M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$1.2M$9,738$14,865
20234$1.9M$13,771$46,112
20226$1.9M$11,644$57,136

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