Levata's EIN is 20-3290210.
Download the official 2024 Form 5500 (PDF) for Levata from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Levata's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | RECORDKEEPER | $71K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS | 06-1397347 | — | ADVISORS | $112K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Mutual fund | Common Collective Trusts | — | — | $16.0M | 38.1% | |
| Vanguard Total International Stock Index Fund Admiral Mutual fund | Common Collective Trusts | — | — | $7.8M | 18.5% | |
| Vanguard 500 Index Fund Admiral Mutual fund | Common Collective Trusts | — | — | $5.7M | 13.5% | |
| Vanguard Total Bond Market Index Fund Admiral Mutual fund | Common Collective Trusts | — | — | $5.3M | 12.7% | |
| Vanguard Mid Cap Index Fund Admiral Mutual fund | Common Collective Trusts | — | — | $2.2M | 5.1% | |
| Vanguard Small Cap Index Fund Admiral Mutual fund | Common Collective Trusts | — | — | $1.9M | 4.5% | |
| Charles Schwab Money Market Money market | Mutual Funds | — | — | $948K | 2.3% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% -0- | Bonds / Notes | — | — | $607K | 1.4% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Mutual fund | Common Collective Trusts | — | — | $548K | 1.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
