How big is Level Financial Advisors, Inc.'s plan?

Level Financial Advisors, Inc.'s plan reported $3.1M in assets and 12 participants for 2024.

Original filing (PDF)20250812084433NAL0007789473001

Level Financial Advisors, Inc.

Name: Level Financial Advisors, Inc. — Level Financial, Form 5500 (2024)
Creator: Level Financial Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Level Financial Advisors 401(k) Plan

401(k) retirement plan · Level Financial Advisors, Inc.'s Level Financial Advisors 401(k) Plan held $3.1M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Level Financial Advisors, Inc.'s EIN is 16-1140261.

EIN 16-1140261

Plan number 001

Plan year 2024

ACK ID 20250812084433NAL0007789473001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Level Financial Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Level Financial Advisors, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEVEL FINANCIAL ADVISORS, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score