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Original filing (PDF)20250905095317NAL0010519507001
LEVAIN BAKERY, INC.
Form 5500
FILING_RECEIVED
LEVAIN BAKERY COOKIE JAR 401(K) PLAN
401(k) retirement plan
Signals · 2
~87 bps in Sched C feesNo recordkeeper disclosed
Active participants
427
Accounts w/ balance
471
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
How this plan invests
This plan
1 pooled trust
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 87 bps in Schedule C fees — 68% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEVAIN BAKERY, INC..
Plan sponsor
Name
LEVAIN BAKERY, INC.
EIN
27-1291341
Address
33 E 33RD ST RM 501 · NEW YORK, NY · 100165381
Phone
(212) 874-6080
Industry
Manufacturingsee 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
2025-09-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BA | 26-4310632 | — | INVESTMENT ADVISORY | $12K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $43K | — |
Investments
18 direct securities · 1 pooled fund· $5.8M(91% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$5.8M
18 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Life Insurance Company | — | — | — | $1.1M | 17.3% | |
| PGIM Investments | — | — | — | $1000K | 15.8% | |
| Fidelity Investments | — | — | — | $685K | 10.8% | |
| Oppenheimer | — | — | — | $534K | 8.4% | |
| Pioneer | — | — | — | $521K | 8.2% | |
| Eagle Financial Services, Inc. | — | — | — | $508K | 8.0% | |
| BlackRock | — | — | — | $339K | 5.3% | |
| Fidelity Investments | — | — | — | $271K | 4.3% | |
| BNY Mellon | — | — | — | $198K | 3.1% | |
| BlackRock | — | — | — | $124K | 2.0% | |
| Franklin Templeton Investments | — | — | — | $121K | 1.9% | |
| Fidelity Investments | — | — | — | $109K | 1.7% | |
| BlackRock | — | — | — | $105K | 1.7% | |
| Baron | — | — | — | $103K | 1.6% | |
| American Century Investments | — | — | — | $63K | 1.0% | |
| American Century Investments | — | — | — | $9K | 0.1% | |
| Alliance Bernstein | — | — | — | $4K | <0.1% | |
| JP Morgan Funds | — | — | — | $412 | <0.1% | |
| PRIN BLUE CHIP SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $0 | <0.1% |
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