Plan Snapshot
- Plan Sponsor: Levlad, LLC
- Sponsor EIN: 952973496
- Sponsor Address: 9400 JERONIMO RD, IRVINE, CA, 92618
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 14 | $6.3M | $85,518 | $206,318 |
| 2023 | 61 | $5.9M | $74,155 | $178,408 |
| 2022 | 58 | $5.5M | $78,113 | $196,062 |
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 |
|---|---|---|---|---|
| PRICEKUBECKA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA, PLLC — Auditor
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 |
|---|---|---|---|---|---|
| 2025 | $6,135 | $2,580 | — | — | — |
| 2024 | $15,590 | $6,266 | — | — | — |
| 2023 | $27,248 | $5,870 | — | $12,668 | — |
| 2022 | $18,262 | $16,032 | $2,230 | — | — |