Original filing (PDF)20250729095803NAL0005533730001

LEVIN FAMILY FOUNDATION

Name: LEVIN FAMILY FOUNDATION — LEVIN FAMILY FOUNDATION RETIREMENT PLAN, Form 5500 (2024)
Creator: LEVIN FAMILY FOUNDATION

Form 5500-SF

FILING_RECEIVED

LEVIN FAMILY FOUNDATION RETIREMENT PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$818K

Net assets (EOY)

$818K

Plan health score

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEVIN FAMILY FOUNDATION.

Plan sponsor

Name

LEVIN FAMILY FOUNDATION

EIN

31-1327847

Address

7812 MCEWEN ROAD · SUITE 100 · DAYTON, OH · 45459

Phone

(937) 223-1669

Industry

Other Services (ex. Public Admin)see 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

2025-07-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

PENNSYLVANIA HUMANITIES COUNCIL

PENNSYLVANIA HUMANITIES COUNCIL 403(B) DC PLAN

$818K · 12 participants

ST. MARTIN, IBERIA, LAFAYETTE

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ST. MARTIN, IBERIA, LAFAYETTE COMMUNITY ACTION AGENCY, INC.

$817K · 24 participants

CATHOLIC ASSOCIATION OF FORESTERS

CATHOLIC ASSOCIATION OF FORESTERS EMPLOYEES' RETIREMENT PLAN

$817K

ENTERPRISE NORTH

ENTERPRISE NORTH EMPLOYEE RETIREMENT PLAN

$818K · 28 participants

CHRISTIAN MISSIONS IN MANY LANDS INC

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.