# Levin, Papantonio, Proctor, Buchanan, O'Brien, Barr & Mougey, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/levin-papantonio-rafferty-proctor-buchanan-o-brien-barr-mougey-pa-401k-plan

> Levin, Papantonio, Proctor, Buchanan, O'Brien, Barr & Mougey, P.A.'s 401(k) plan: 172 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Levin, Papantonio, Proctor, Buchanan, O'Brien, Barr & Mougey, P.A.

- **Sponsor EIN:** 591266412

- **Sponsor Address:** 316 S. BAYLEN STREET, SUITE 600, PENSACOLA, FL, 32502

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

- **Total Participants:** 172

- **Total Assets:** $32.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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

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

| 2024|172|$32.9M|$1.2M|$860,904|

| 2023|153|$30.7M|$1.0M|$1.0M|

| 2022|175|$25.3M|$1.1M|$912,570|

## 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|

| AVIZO GROUP|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|$120,591|$204|$114,628|—|—|

| 2023|$119,675|$102|$114,207|—|—|

| 2022|$111,126|—|$107,184|—|—|

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