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Original filing (PDF)20251012150355NAL0000660418001
LEVY SCHOOL BUS CO.
Form 5500
FILING_RECEIVED
LEVY SCHOOL BUS CO. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
168
Accounts w/ balance
164
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
How this plan invests
This plan
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (14 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEVY SCHOOL BUS CO..
Plan sponsor
Name
LEVY SCHOOL BUS CO.
EIN
23-1608607
Address
P.O. BOX 580 · TRUMBAUERSVILLE, PA · 18970
Phone
(267) 372-2047
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-12
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL RESEARCH AND MANAGEMENT CO. | — | LOS ANGELES, CA | RECORDKEEPER | $6K | — |
Investments
37 direct securities· $4.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE BLUE CHIP GR R Mutual Fund | — | — | — | $573K | 14.1% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R3 Mutual Fund | — | — | — | $441K | 10.8% | |
| AMERICAN FUNDS AMERICAN MUTUAL FUND R3 Mutual Fund | — | — | — | $283K | 6.9% | |
| AMERICAN FUNDS 2030 TARGET DATE FUND R3 Mutual Fund | — | — | — | $251K | 6.1% | |
| AMERICAN FUNDS NEW PERSPECTIVE R3 Mutual Fund | — | — | — | $238K | 5.8% | |
| AMERICAN FUNDS AMCAP FUND R3 Mutual Fund | — | — | — | $230K | 5.6% | |
| AMERICAN FUNDS 2015 TARGET DATE FUND R3 Mutual Fund | — | — | — | $172K | 4.2% | |
| T. ROWE PRICE EQUITY INCOME R Mutual Fund | — | — | — | $168K | 4.1% | |
| AMERICAN FUNDS 2045 TARGET DATE FUND R3 Mutual Fund | — | — | — | $164K | 4.0% | |
| AMERICAN FUNDS 2040 TARGET DATE FUND R3 Mutual Fund | — | — | — | $164K | 4.0% | |
| AMERICAN FUNDS 2035 TARGET DATE FUND R3 Mutual Fund | — | — | — | $160K | 3.9% | |
| AMERICAN FUNDS 2020 TARGET DATE FUND R3 Mutual Fund | — | — | — | $158K | 3.9% | |
| AMERICAN FUNDS 2025 TARGET DATE FUND R3 Mutual Fund | — | — | — | $148K | 3.6% | |
| Similar Party Par, or Maturity Value Cost** Value * AMER FUNDS GLOBAL GROWTH PORTFOLIO R3 Mutual Fund | — | — | — | $126K | 3.1% | |
| NEUBERGER BERMAN REAL ESTATE R3 Mutual Fund | — | — | — | $106K | 2.6% | |
| AMERICAN FUNDS 2010 TRGT DATE RETIRE R3 Mutual Fund | — | — | — | $105K | 2.6% | |
| AMERICAN FUNDS AMERICAN BALANCED R3 Mutual Fund - | — | — | — | $88K | 2.2% | |
| Notes receivable from participants Interest rates of 4.25% to 9.50% | — | — | — | $66K | 1.6% | |
| FRANKLIN SMALL CAP GROWTH R Mutual Fund | — | — | — | $61K | 1.5% | |
| AMERICAN FUNDS INC FUND OF AMER R3 Mutual Fund | — | — | — | $44K | 1.1% | |
| LORD ABBETT BOND DEBENTURE R3 Mutual Fund | — | — | — | $34K | 0.8% | |
| AMERICAN FUNDS 2050 TARGET DATE FUND R3 Mutual Fund | — | — | — | $33K | 0.8% | |
| AMERICAN FUNDS US GOVT MONEY MARKET R3 Mutual Fund | — | — | — | $31K | 0.8% | |
| LORD ABBETT FLOATING RATE R3 Mutual Fund | — | — | — | $30K | 0.7% | |
| AMERICAN FUNDS 2060 TARGET DATE FUND R3 Mutual Fund | — | — | — | $29K | 0.7% | |
| INVESCO DEVELOPING MARKETS R Mutual Fund | — | — | — | $29K | 0.7% | |
| HARTFORD INTERNATIONAL OPPORTUNITIES R3 Mutual Fund | — | — | — | $27K | 0.7% | |
| FRANKLIN CORE PLUS BOND R Mutual Fund | — | — | — | $23K | 0.6% | |
| FRANKLIN MUTUAL GLOBAL DISCOVERY R Mutual Fund | — | — | — | $22K | 0.5% | |
| AMERICAN FUNDS BOND FUND OF AMER R3 Mutual Fund | — | — | — | $21K | 0.5% | |
| AMERICAN FUNDS INTERNATIONAL GR & INC R3 Mutual Fund | — | — | — | $13K | 0.3% | |
| AMERICAN FUNDS NEW WORLD FUND R3 Mutual Fund | — | — | — | $13K | 0.3% | |
| AMERICAN FUNDS US GOVERNMENT SEC R3 Mutual Fund | — | — | — | $8K | 0.2% | |
| AMERICAN FUNDS 2065 TARGET DATE FUND R3 Mutual Fund | — | — | — | $7K | 0.2% | |
| AMERICAN FUNDS 2055 TARGET DATE FUND R3 Mutual Fund | — | — | — | $6K | 0.1% | |
| American Funds Cash | — | — | — | $5K | 0.1% | |
| AMERICAN FUNDS CAPITAL WORLD BOND FD R3 Mutual Fund | — | — | — | $4K | <0.1% |
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