Back to filter
Original filing (PDF)20250728153749NAL0005227826001
LEVARE U.S., INC.
Form 5500
FILING_RECEIVED
LEVARE U.S., INC. 401(K) PLAN
401(k) retirement plan
Active participants
222
Accounts w/ balance
237
Plan assets (EOY)
$14.1M
Net assets (EOY)
$14.1M
How this plan invests
This plan
1 pooled trust
Schedule D
26 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEVARE U.S., INC..
Plan sponsor
Name
LEVARE U.S., INC.
EIN
26-1626794
Address
1600 NORTH GARNETT ROAD · TULSA, OK · 74116
Phone
(918) 439-7000
Industry
Mining, Quarrying, Oil & Gassee 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
2025-07-28
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)
Auditor
EEPB P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $6K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLTH ADVISORY SERVICES LLC | — | JOLIET, IL | INVESTMENT ADVISOR | $20K | — |
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $18K | — |
Investments
26 direct securities · 1 pooled fund· $14.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$14.1M
26 holdings
Common Collective Trust
$526K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan SmartRetirement 2045 R6 100,348 shares N/A | — | — | — | $2.2M | 15.5% | |
| JPMorgan SmartRetirement 2050 R6 95,331 shares N/A | — | — | — | $2.2M | 15.3% | |
| JPMorgan SmartRetirement 2030 R6 77,075 shares N/A | — | — | — | $1.4M | 10.0% | |
| JPMorgan SmartRetirement 2025 R6 80,314 shares N/A | — | — | — | $1.3M | 9.5% | |
| JPMorgan SmartRetirement 2040 R6 55,492 shares N/A | — | — | — | $1.2M | 8.5% | |
| JPMorgan SmartRetirement 2035 R6 58,731 shares N/A | — | — | — | $1.2M | 8.2% | |
| Ishares S&P 500 Index K 1,460 shares N/A | — | — | — | $1.0M | 7.1% | |
| Fidelity Inflation Protected Bond Index 57 shares N/A 508 Columbia Trust Stable Government I-0 41,447 shares N/A | — | — | — | $526K | 3.7% | |
| COLUMBIA TRST STBLE HIGH QUAL INC A RIVERSOURCE/COLUMBIA COLLECTIVE FUNDS · EIN 41-0007957 / PN 058 | Common Collective Trust | — | — | $526K | 3.7% | |
| Hartford Dividend and Growth HLS IA 19,496 shares N/A | — | — | — | $456K | 3.2% | |
| American Century Ultra(R) R6 4,264 shares N/A | — | — | — | $429K | 3.0% | |
| JPMorgan SmartRetirement 2055 R6 14,808 shares N/A | — | — | — | $404K | 2.9% | |
| American Funds Us Government Sec R6 33,613 shares N/A | — | — | — | $395K | 2.8% | |
| Participant Loans * *** 5.25 - 10.50% | — | — | — | $342K | 2.4% | |
| JPMorgan SmartRetirement 2060 R6 13,796 shares N/A | — | — | — | $317K | 2.2% | |
| JPMorgan SmartRetirement 2020 R6 11,770 shares N/A | — | — | — | $185K | 1.3% | |
| JPMorgan SmartRetirement Income R6 7,439 shares N/A | — | — | — | $114K | 0.8% | |
| T. Rowe Price Diversified Mid Cap Gr I 2,135 shares N/A | — | — | — | $98K | 0.7% | |
| Allspring Special Mid Cap Value R6 1,969 shares N/A | — | — | — | $94K | 0.7% | |
| J P Morgan U.S. Small Company R6 4,284 shares N/A | — | — | — | $77K | 0.5% | |
| Allspring Small Company Value Instl 1,742 shares N/A | — | — | — | $64K | 0.5% | |
| Blackrock High Yield Bond Portfolio K 8,528 shares N/A | — | — | — | $61K | 0.4% | |
| Nationwide Mid Cap Market Index Instl 2,801 shares N/A | — | — | — | $46K | 0.3% | |
| OR SIMILAR PARTY PAR OR MATURITY DATE COST** VALUE Hartford Balance Income R6 1,517 shares N/A | — | — | — | $22K | 0.2% | |
| AB Small Cap Growth Z 254 shares N/A | — | — | — | $19K | 0.1% | |
| Fidelity Emerging Markets K 367 shares N/A | — | — | — | $14K | <0.1% | |
| MFS International Equity R6 91 shares N/A | — | — | — | $3K | <0.1% |
Related plans
Other plans using WELLTH ADVISORY SERVICES LLC
KEYSTONE CONSOLIDATED INDUSTRIES
KEYSTONE EMPLOYEES' RETIREMENT PLAN
$368.6M · 241 participants
UNITED MUSCULOSKELETAL PARTNERS, LLC
UNITED MUSCULOSKELETAL PARTNERS, LLC 401(K) PLAN
$359.1M · 2,243 participants
MCCOY GROUP, INC.
MCCOY GROUP, INC. 401(K) PROFIT SHARING PLAN
$266.7M · 4,021 participants
USN OPCO, LLC
PANORAMIC HEALTH 401K PLAN
$260.9M · 1,740 participants
MILFORD REGIONAL MEDICAL CENTER
MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN
$255.6M · 2,427 participants
BAKER CONSTRUCTION ENTERPRISES INC.
BAKER COMPANIES 401(K) PLAN
$180.6M · 7,694 participants
Similar-size Mining, Quarrying, Oil & Gas plans
EVRAZ INC. N.A.
RETIREMENT PLAN FOR EMPLOYEES OF EVRAZ STRATCOR INC.
$14.9M
COURSON GAS CONSULTANTS, INC.
COURSON/NATURAL GAS ANADARKO COMPANY 401(K) PLAN
$13.3M · 46 participants
DUTCHER-PHIPPS CRANE & RIGGING CO.
DUTCHER-PHIPPS CRANE & RIGGING CO. EMPLOYEE SAVINGS TRUST
$13.1M · 59 participants
GENERAL PRODUCTION SERVICE, INC.
GENERAL PRODUCTION SERVICE, INC. 401(K) PLAN
$13.1M · 542 participants
CYANCO HOLDING CORPORATION
CYANCO 401(K) PLAN
$12.9M · 80 participants
GO WIRELINE LLC
GO WIRELINE LLC 401(K) PROFIT SHARING PLAN
$15.4M · 247 participants
Large plans in Oklahoma
QUIKTRIP CORPORATION
QUIKTRIP CORPORATION RETIREMENT PLAN
$4.8B · 13,644 participants
THE WILLIAMS COMPANIES, INC.
THE WILLIAMS INVESTMENT PLUS PLAN
$2.0B · 5,692 participants
PIPELINE INDUSTRY PENSION FUND
PIPELINE INDUSTRY PENSION FUND
$1.7B · 2,034 participants
ONEOK, INC.
ONEOK, INC. 401(K) PLAN
$1.4B · 5,150 participants
THE WILLIAMS COMPANIES, INC.
WILLIAMS PENSION PLAN
$1.4B · 3,178 participants
THE WILLIAMS COMPANIES MASTER PENSION TRUST
THE WILLIAMS COMPANIES MASTER PENSION TRUST
$1.3B