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Original filing (PDF)20251015174336NAL0002714563001
LEVERING MANAGEMENT INC.
Form 5500
FILING_RECEIVED
LEVERING MANAGEMENT, INC. AND AFFILIATES RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
136
Accounts w/ balance
208
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
How this plan invests
This plan
1 pooled trust
Schedule D
45 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (28 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEVERING MANAGEMENT INC..
Plan sponsor
Name
LEVERING MANAGEMENT INC.
EIN
31-0851940
Address
201 N. MAIN ST. · MT VERNON, OH · 43050
Phone
(740) 397-8940
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
LEVERING MANAGEMENT INC.
EIN
31-0851940
City
MT VERNON, OH
Phone
(740) 397-8940
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & CO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT LAKES PENSION SERVICES DBA | 34-1373917 | TOLEDO, OH | THIRD PARTY ADMINISTRATO | $12K | — |
Investments
44 direct securities · 1 pooled fund· $7.4M(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
$4.3M
44 holdings
Pooled Separate Account
$3.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.2M | 73.0% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account | — | — | $498K | $632K | 14.5% | |
| Voya Retirement Insurance and Annuity Company Voya Large Cap Growth Prt Srv | — | — | $176K | $491K | 11.2% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account | — | — | — | $373K | 8.5% | |
| Voya Retirement Insurance and Annuity Company Voya Mid Cap Opport Port I | — | — | $134K | $321K | 7.4% | |
| Voya Retirement Insurance and Annuity Company Voya Large Cap Growth Prt Srv | — | — | — | $278K | 6.4% | |
| Voya Retirement Insurance and Annuity Company Fidelity VIP Contrafund Pt I | — | — | $78K | $271K | 6.2% | |
| Voya Retirement Insurance and Annuity Company Voya Solution 2045 Port Srv | — | — | — | $235K | 5.4% | |
| Voya Retirement Insurance and Annuity Company Voya Glob Insights Port Init | — | — | $70K | $128K | 2.9% | |
| Voya Retirement Insurance and Annuity Company Voya Solution 2035 Port Srv | — | — | — | $112K | 2.6% | |
| Voya Retirement Insurance and Annuity Company American Funds Wash Mutual R3 | — | — | — | $98K | 2.2% | |
| Voya Retirement Insurance and Annuity Company VY JPM MdCp Value Port I | — | — | — | $96K | 2.2% | |
| Voya Retirement Insurance and Annuity Company Voya Solution 2025 Port Srv | — | — | — | $95K | 2.2% | |
| Voya Retirement Insurance and Annuity Company Vangrd VIF - Divrsd Vl Port | — | — | — | $89K | 2.0% | |
| Voya Retirement Insurance and Annuity Company Fidelity VIP Contrafund Pt I | — | — | — | $88K | 2.0% | |
| Voya Retirement Insurance and Annuity Company Voya Gov Money Market Port I | — | — | — | $79K | 1.8% | |
| Voya Retirement Insurance and Annuity Company Voya Solution 2030 Port Srv | — | — | — | $79K | 1.8% | |
| Voya Retirement Insurance and Annuity Company Voya Glob Insights Port Init | — | — | — | $67K | 1.5% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account A | — | — | $61K | $62K | 1.4% | |
| Voya Retirement Insurance and Annuity Company Voya Intermediate Bond Prt I | — | — | $59K | $59K | 1.3% | |
| Voya Retirement Insurance and Annuity Company American Funds Wash Mutual R3 | — | — | $22K | $58K | 1.3% | |
| Voya Retirement Insurance and Annuity Company VY TRwPr Grw Eqty Pt I | — | — | — | $58K | 1.3% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account A | — | — | — | $54K | 1.2% | |
| Voya Retirement Insurance and Annuity Company American Funds Am Balanced R3 | — | — | — | $46K | 1.1% | |
| Voya Retirement Insurance and Annuity Company VY TRwPr Grw Eqty Pt I | — | — | $23K | $41K | 0.9% | |
| Voya Retirement Insurance and Annuity Company Voya Intermediate Bond Prt I | — | — | — | $35K | 0.8% | |
| Voya Retirement Insurance and Annuity Company Allspg Spec SmCp Vl Fd A | — | — | $20K | $27K | 0.6% | |
| Voya Retirement Insurance and Annuity Company Templeton Foreign Fund A | — | — | — | $26K | 0.6% | |
| Voya Retirement Insurance and Annuity Company American Funds EuroPacific R3 | — | — | — | $26K | 0.6% | |
| Voya Retirement Insurance and Annuity Company Voya Index Plus MidCap Prt I | — | — | $17K | $26K | 0.6% | |
| Voya Retirement Insurance and Annuity Company VY JPM Emrg Mkts Eq Port Srv | — | — | — | $24K | 0.6% | |
| Voya Retirement Insurance and Annuity Company Voya Index Plus MidCap Prt I | — | — | — | $24K | 0.6% | |
| Voya Retirement Insurance and Annuity Company Voya Solution 2060 Port Srv | — | — | — | $23K | 0.5% | |
| Voya Retirement Insurance and Annuity Company Voya Solution 2055 Port Srv | — | — | — | $22K | 0.5% | |
| Voya Retirement Insurance and Annuity Company Voya Mid Cap Opport Port I | — | — | — | $22K | 0.5% | |
| Voya Retirement Insurance and Annuity Company Voya Global Bond Port I | — | — | — | $18K | 0.4% | |
| Voya Retirement Insurance and Annuity Company Voya Index Plus LargeCap Prt I | — | — | — | $17K | 0.4% | |
| Voya Retirement Insurance and Annuity Company Voya SmCp Opport Port I | — | — | — | $14K | 0.3% | |
| Voya Retirement Insurance and Annuity Company Voya Solution 2040 Port Srv | — | — | — | $11K | 0.2% | |
| Voya Retirement Insurance and Annuity Company Voya Index Plus SmallCap Prt I | — | — | — | $9K | 0.2% | |
| Voya Retirement Insurance and Annuity Company Voya Solution Income Pt Srv | — | — | — | $7K | 0.2% | |
| Voya Retirement Insurance and Annuity Company Voya Solution 2050 Port Srv | — | — | — | $5K | 0.1% | |
| Voya Retirement Insurance and Annuity Company VY JPM SmCp Cr Eq Port Srv | — | — | — | $3K | <0.1% | |
| Voya Retirement Insurance and Annuity Company VY CBRE Rl Estate Prt Srv | — | — | — | $3K | <0.1% | |
| Voya Retirement Insurance and Annuity Company Voya Solution 2065 Port Srv | — | — | — | $2K | <0.1% |