Katrina Crick signed Levare U.S., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Levare U.S., Inc.'s EIN is 26-1626794.
Download the official 2024 Form 5500 (PDF) for Levare U.S., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Levare U.S., Inc.'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 |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLTH ADVISORY SERVICES LLC | — | JOLIET, IL | INVESTMENT ADVISOR | $20K | — |
| GLOBAL RETIREMENT PARTNERS LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan SmartRetirement 2045 R6 100,348 shares N/A | Other securities | — | — | $2.2M | 15.5% | |
| JPMorgan SmartRetirement 2050 R6 95,331 shares N/A | Other securities | — | — | $2.2M | 15.3% | |
| JPMorgan SmartRetirement 2030 R6 77,075 shares N/A | Other securities | — | — | $1.4M | 10.0% | |
| JPMorgan SmartRetirement 2025 R6 80,314 shares N/A | Other securities | — | — | $1.3M | 9.5% | |
| JPMorgan SmartRetirement 2040 R6 55,492 shares N/A | Other securities | — | — | $1.2M | 8.5% | |
| JPMorgan SmartRetirement 2035 R6 58,731 shares N/A | Other securities | — | — | $1.2M | 8.2% | |
| Ishares S&P 500 Index K 1,460 shares N/A | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $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 | Other securities | — | — | $456K | 3.2% | |
| American Century Ultra(R) R6 4,264 shares N/A | Other securities | — | — | $429K | 3.0% | |
| JPMorgan SmartRetirement 2055 R6 14,808 shares N/A | Other securities | — | — | $404K | 2.9% | |
| American Funds Us Government Sec R6 33,613 shares N/A | Mutual Funds | — | — | $395K | 2.8% | |
| Participant Loans * *** 5.25 - 10.50% | Bonds / Notes | — | — | $342K | 2.4% | |
| JPMorgan SmartRetirement 2060 R6 13,796 shares N/A | Other securities | — | — | $317K | 2.2% | |
| JPMorgan SmartRetirement 2020 R6 11,770 shares N/A | Other securities | — | — | $185K | 1.3% | |
| JPMorgan SmartRetirement Income R6 7,439 shares N/A | Other securities | — | — | $114K | 0.8% | |
| T. Rowe Price Diversified Mid Cap Gr I 2,135 shares N/A | Other securities | — | — | $98K | 0.7% | |
| Allspring Special Mid Cap Value R6 1,969 shares N/A | Other securities | — | — | $94K | 0.7% | |
| J P Morgan U.S. Small Company R6 4,284 shares N/A | Common Stocks | — | — | $77K | 0.5% | |
| Allspring Small Company Value Instl 1,742 shares N/A | Common Stocks | — | — | $64K | 0.5% | |
| Blackrock High Yield Bond Portfolio K 8,528 shares N/A | Other securities | — | — | $61K | 0.4% | |
| Nationwide Mid Cap Market Index Instl 2,801 shares N/A | Other securities | — | — | $46K | 0.3% | |
| OR SIMILAR PARTY PAR OR MATURITY DATE COST** VALUE Hartford Balance Income R6 1,517 shares N/A | Other securities | — | — | $22K | 0.2% | |
| AB Small Cap Growth Z 254 shares N/A | Other securities | — | — | $19K | 0.1% | |
| Fidelity Emerging Markets K 367 shares N/A | Mutual Funds | — | — | $14K | <0.1% | |
| MFS International Equity R6 91 shares N/A | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SAN RAFAEL, CA |
| INVESTMENT ADVISOR |
| $18K |
| — |
