Original filing (PDF)20250716095241NAL0002972257001

LEVEL UP LLC

Name: LEVEL UP LLC — LEVEL UP LLC 401(K) PLAN, Form 5500 (2024)
Creator: LEVEL UP LLC

Form 5500-SF

FILING_RECEIVED

LEVEL UP LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

108

Plan assets (EOY)

$14.1M

Net assets (EOY)

$14.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEVEL UP LLC.

Plan sponsor

Name

LEVEL UP LLC

EIN

27-1793095

Address

12110 SUNSET HILLS RD · SUITE 600 · RESTON, VA · 20190

Phone

(703) 651-6727

Industry

Professional & Technical Servicessee 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

2025-07-16

Pension benefit codes

2A · Age/service weighted or new comparability

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

SIB MIDCO, LLC

SIB 401(K) PLAN

$14.1M · 233 participants

ZMC ADVISORS, L.P.

ZMC ADVISORS, L.P. 401(K) PROFIT SHARING PLAN

$14.1M · 28 participants

ELEMENTUM HOLDINGS, LP

ELEMENTUM ADVISORS, LLC 401(K) PROFIT SHARING PLAN & TRUST

$14.1M · 33 participants

KOGNITIV, INC

KOGNITIV, INC. 401(K) PLAN

$14.1M · 114 participants

PEAK DENTAL SERVICES, INC.

PEAK DENTAL SERVICES 401(K) PLAN

$14.1M · 541 participants