How big is Levan Associates, Inc.'s plan?

Levan Associates, Inc.'s plan reported $1.7M in assets and 22 participants for 2025.

Original filing (PDF)20260518114918NAL0000086912001

Levan Associates, Inc.

Name: Levan Associates, Inc. — Levan Associates, Inc., Form 5500 (2025)
Creator: Levan Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Levan Associates, Inc. 401(k) Plan

401(k) retirement plan · Levan Associates, Inc.'s Levan Associates, Inc. 401(k) Plan held $1.7M in plan assets for 22 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Kelly Heidecker signed Levan Associates, Inc.'s 2025 Form 5500 as plan administrator.

Kelly Heidecker — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Levan Associates, Inc.'s EIN is 23-2337891.

EIN 23-2337891

Plan number 001

Plan year 2025

ACK ID 20260518114918NAL0000086912001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Levan Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Levan Associates, 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 LEVAN ASSOCIATES, INC..

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off