DAVID LEVOY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
6
Accounts w/ balance
7
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score
88
/ 100
Grade A
Top-tier plan health
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
57
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVID LEVOY INSURANCE AGENCY.
Plan sponsor
Name
DAVID LEVOY INSURANCE AGENCY
EIN
27-2153126
Address
PO BOX 30 · LOOMIS, CA · 956500030
Phone
(916) 652-2705
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
