Original filing (PDF)20250812084433NAL0007789473001

LEVEL FINANCIAL ADVISORS, INC.

Name: LEVEL FINANCIAL ADVISORS, INC. — LEVEL FINANCIAL ADVISORS 401(K) PLAN, Form 5500 (2024)
Creator: LEVEL FINANCIAL ADVISORS, INC.

Form 5500-SF

FILING_RECEIVED

LEVEL FINANCIAL ADVISORS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEVEL FINANCIAL ADVISORS, INC..

Plan sponsor

Name

LEVEL FINANCIAL ADVISORS, INC.

EIN

16-1140261

Address

9310 TRANSIT ROAD · SUITE 300 · EAST AMHERST, NY · 14051

Phone

(716) 634-6113

Industry

Finance & Insurancesee 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

2025-08-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

BALDWIN MANAGEMENT LLC

BALDWIN MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

$3.1M · 23 participants

FOX FINANCIAL, INC.

ALLIANCE FINANCIAL 401(K) PLAN

$3.1M · 8 participants

LOWE & ASSOCIATES FINANCIAL SERVICES, LTD

LOWE & ASSOCIATES FINANCIAL SERVICES, LTD. PROFIT SHARING PLAN

$3.1M · 9 participants

P.K.M. ELECTRIC COOPERATIVE, INC. UNION 401(K) PLAN

P.K.M. ELECTRIC COOPERATIVE INC. UNION 401(K) PLAN

$3.1M · 9 participants

PATHFINDER ADVISORY, INC.