# Levy School Bus Co. 401(k) Plan
Source: https://planprovider.pro/companies/levy-school-bus-company-401k-plan

> Levy School Bus Co.'s 401(k) plan: 168 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Levy School Bus Co.

- **Sponsor EIN:** 231608607

- **Sponsor Address:** P.O. BOX 580, TRUMBAUERSVILLE, PA, 18970

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

- **Total Participants:** 168

- **Total Assets:** $4.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|168|$4.1M|$84,387|$283,104|

| 2023|174|$3.5M|$72,949|$261,492|

| 2022|156|$3.0M|$69,826|$233,451|

## 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|

| CAPITAL RESEARCH AND MANAGEMENT CO.|RECORDKEEPER|$5,529|—|$5,529|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,529

- **Estimated Expense Ratio:** 0.136% 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|$5,429|—|—|—|—|

| 2023|$3,774|—|—|—|—|

| 2022|$1,491|—|$1,491|—|—|

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