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Original filing (PDF)20251014182606NAL0003564161001
LEVEL ACCESS, INC.
Form 5500
FILING_RECEIVED
LEVEL ACCESS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
269
Accounts w/ balance
396
Plan assets (EOY)
$25.6M
Net assets (EOY)
$25.6M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 44 bps in Schedule C fees — 53% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEVEL ACCESS, INC..
Plan sponsor
Name
LEVEL ACCESS, INC.
EIN
06-1565704
Address
1310 N COURTHOUSE ROAD · SUITE 860 · ARLINGTON, VA · 22201
Phone
(571) 389-8627
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $68K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITIES AMERICA ADVISOR INC | 47-0648506 | — | ADVISOR | $46K | — |
Investments
26 direct securities· $25.5M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AF TRGT DATE 2055 R6 Mutual fund | — | — | — | $4.3M | 16.7% | |
| AF TRGT DATE 2045 R6 Mutual fund | — | — | — | $3.9M | 15.4% | |
| AF TRGT DATE 2050 R6 Mutual fund | — | — | — | $3.5M | 13.6% | |
| AF TRGT DATE 2010 R6 Mutual fund | — | — | — | $3.3M | 12.8% | |
| FID 500 INDEX Mutual fund | — | — | — | $2.6M | 10.1% | |
| AF TRGT DATE 2035 R6 Mutual fund | — | — | — | $2.1M | 8.2% | |
| AF TRGT DATE 2060 R6 Mutual fund | — | — | — | $2.0M | 7.8% | |
| AF TRGT DATE 2040 R6 Mutual fund | — | — | — | $709K | 2.8% | |
| AF GRTH FUND AMER R6 Mutual fund | — | — | — | $628K | 2.5% | |
| CRLN E MID CAP GR R6 Mutual fund | — | — | — | $372K | 1.5% | |
| VANG MIDCAP IDX ADM Mutual fund | — | — | — | $339K | 1.3% | |
| FID US SUSTN IDX Mutual fund | — | — | — | $326K | 1.3% | |
| FID SM CAP IDX Mutual fund | — | — | — | $317K | 1.2% | |
| VANG TOT INTL STK AD Mutual fund | — | — | — | $241K | 0.9% | |
| GABELLI UST MM AAA Money market fund | — | — | — | $201K | 0.8% | |
| PGIM TOTAL RTN BD Z Mutual fund | — | — | — | $135K | 0.5% | |
| FID SEL ENV ALT ENGY Mutual fund | — | — | — | $112K | 0.4% | |
| PGIM HIGH YIELD R6 Mutual fund | — | — | — | $79K | 0.3% | |
| AF TRGT DATE 2030 R6 Mutual fund | — | — | — | $71K | 0.3% | |
| VAN REAL EST IDX ADM Mutual fund | — | — | — | $63K | 0.2% | |
| JPM EQUITY INCOME R6 Mutual fund | — | — | — | $56K | 0.2% | |
| AF NEW WORLD R6 Mutual fund | — | — | — | $55K | 0.2% | |
| AF EUROPAC GROWTH R6 Mutual fund | — | — | — | $49K | 0.2% | |
| AF TRGT DATE 2025 R6 Mutual fund | — | — | — | $45K | 0.2% | |
| AF TRGT DATE 2020 R6 Mutual fund | — | — | — | $24K | <0.1% | |
| AF TRGT DATE 2015 R7 Mutual fund | — | — | — | $6K | <0.1% |
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