How big is LEVY School Bus Co.'s plan?

LEVY School Bus Co.'s plan reported $4.1M in assets and 168 participants for 2024.

Original filing (PDF)20251012150355NAL0000660418001

LEVY School Bus Co.

Name: LEVY School Bus Co. — LEVY School Bus Co. 401(k), Form 5500 (2024)
Creator: LEVY School Bus Co.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

LEVY School Bus Co. 401(k) Profit Sharing Plan

401(k) retirement plan · LEVY School Bus Co.'s LEVY School Bus Co. 401(k) Profit Sharing Plan held $4.1M in plan assets for 168 participants in 2024, with Capital Research and Management Co. as recordkeeper.

Signals · 1

Possibly inadequate fidelity bond

Active participants

168

Accounts w/ balance

164

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan identifiers

LEVY School Bus Co.'s EIN is 23-1608607.

EIN 23-1608607

Plan number 002

Plan year 2024

ACK ID 20251012150355NAL0000660418001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LEVY School Bus Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LEVY School Bus Co.'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 LEVY SCHOOL BUS CO..

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How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.

Plan sponsor

Name

LEVY SCHOOL BUS CO.

EIN

all filings

Address

P.O. BOX 580 · TRUMBAUERSVILLE, PA · 18970

Phone

(267) 372-2047

Industry

Transportation & Warehousing

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

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL RESEARCH AND MANAGEMENT CO.	—	LOS ANGELES, CA	RECORDKEEPER	$6K	—

Investments

36 direct securities· $4.0M(97% of reported assets)

Mutual Funds

$3.0M

30 holdings

Other securities

$874K

4 holdings

Bonds / Notes

$66K

1 holding

U.S. Treasuries

$34K

1 holding

					% of plan
T. ROWE PRICE BLUE CHIP GR R Mutual Fund	Other securities	—	—	$573K	14.1%
AMERICAN FUNDS WASHINGTON MUTUAL R3 Mutual Fund	Mutual Funds	—	—	$441K	10.8%
AMERICAN FUNDS AMERICAN MUTUAL FUND R3 Mutual Fund	Mutual Funds	—	—	$283K	6.9%
AMERICAN FUNDS 2030 TARGET DATE FUND R3 Mutual Fund	Mutual Funds	—	—	$251K	6.1%
AMERICAN FUNDS NEW PERSPECTIVE R3 Mutual Fund	Mutual Funds	—	—	$238K	5.8%
AMERICAN FUNDS AMCAP FUND R3 Mutual Fund	Mutual Funds	—	—	$230K	5.6%
AMERICAN FUNDS 2015 TARGET DATE FUND R3 Mutual Fund	Mutual Funds	—	—	$172K	4.2%
T. ROWE PRICE EQUITY INCOME R Mutual Fund	Other securities	—	—	$168K	4.1%
AMERICAN FUNDS 2045 TARGET DATE FUND R3 Mutual Fund	Mutual Funds	—	—	$164K	4.0%
AMERICAN FUNDS 2040 TARGET DATE FUND R3 Mutual Fund	Mutual Funds	—	—	$164K	4.0%
AMERICAN FUNDS 2035 TARGET DATE FUND R3 Mutual Fund	Mutual Funds	—	—	$160K	3.9%
AMERICAN FUNDS 2020 TARGET DATE FUND R3 Mutual Fund	Mutual Funds	—	—	$158K	3.9%
AMERICAN FUNDS 2025 TARGET DATE FUND R3 Mutual Fund	Mutual Funds	—	—	$148K	3.6%
NEUBERGER BERMAN REAL ESTATE R3 Mutual Fund	Other securities	—	—	$106K	2.6%
AMERICAN FUNDS 2010 TRGT DATE RETIRE R3 Mutual Fund	Mutual Funds	—	—	$105K	2.6%
AMERICAN FUNDS AMERICAN BALANCED R3 Mutual Fund -	Mutual Funds	—	—	$88K	2.2%
Notes receivable from participants Interest rates of 4.25% to 9.50%	Bonds / Notes	—	—	$66K	1.6%
FRANKLIN SMALL CAP GROWTH R Mutual Fund	Mutual Funds	—	—	$61K	1.5%
AMERICAN FUNDS INC FUND OF AMER R3 Mutual Fund	Mutual Funds	—	—	$44K	1.1%
LORD ABBETT BOND DEBENTURE R3 Mutual Fund	U.S. Treasuries	—	—	$34K	0.8%
AMERICAN FUNDS 2050 TARGET DATE FUND R3 Mutual Fund	Mutual Funds	—	—	$33K	0.8%
AMERICAN FUNDS US GOVT MONEY MARKET R3 Mutual Fund	Mutual Funds	—	—	$31K	0.8%
LORD ABBETT FLOATING RATE R3 Mutual Fund	Mutual Funds	—	—	$30K	0.7%
AMERICAN FUNDS 2060 TARGET DATE FUND R3 Mutual Fund	Mutual Funds	—	—	$29K	0.7%
INVESCO DEVELOPING MARKETS R Mutual Fund	Mutual Funds	—	—	$29K	0.7%
HARTFORD INTERNATIONAL OPPORTUNITIES R3 Mutual Fund	Other securities	—	—	$27K	0.7%
FRANKLIN CORE PLUS BOND R Mutual Fund	Mutual Funds	—	—	$23K	0.6%
FRANKLIN MUTUAL GLOBAL DISCOVERY R Mutual Fund	Mutual Funds	—	—	$22K	0.5%
AMERICAN FUNDS BOND FUND OF AMER R3 Mutual Fund	Mutual Funds	—	—	$21K	0.5%
AMERICAN FUNDS INTERNATIONAL GR & INC R3 Mutual Fund	Mutual Funds	—	—	$13K	0.3%
AMERICAN FUNDS NEW WORLD FUND R3 Mutual Fund	Mutual Funds	—	—	$13K	0.3%
AMERICAN FUNDS US GOVERNMENT SEC R3 Mutual Fund	Mutual Funds	—	—	$8K	0.2%
AMERICAN FUNDS 2065 TARGET DATE FUND R3 Mutual Fund	Mutual Funds	—	—	$7K	0.2%
AMERICAN FUNDS 2055 TARGET DATE FUND R3 Mutual Fund	Mutual Funds	—	—	$6K	0.1%
American Funds Cash	Mutual Funds	—	—	$5K	0.1%
AMERICAN FUNDS CAPITAL WORLD BOND FD R3 Mutual Fund	Mutual Funds	—	—	$4K	<0.1%