Back to filter
Original filing (PDF)20250903085203NAL0031328050001
EDW. C. LEVY CO.
Form 5500
FILING_RECEIVED
EDW. C. LEVY CO. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
324
Accounts w/ balance
412
Plan assets (EOY)
$30.6M
Net assets (EOY)
$30.6M
How this plan invests
This plan
13 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDW. C. LEVY CO..
Plan sponsor
Name
EDW. C. LEVY CO.
EIN
38-1253012
Address
8800 DIX AVENUE · DETROIT, MI · 48209
Phone
(313) 429-2200
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
336
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-03
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $20K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
17 direct securities · 13 pooled funds· $30.8M(100% 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
$16.3M
17 holdings
Common Collective Trust
$14.4M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Blue Chip Growth Fund | — | — | — | $5.1M | 16.5% | |
| SCHWAB MGD RET 2025 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $2.9M | 9.4% | |
| Dodge & Cox Dodge & Cox Stock | — | — | — | $2.8M | 9.1% | |
| SCHWAB MGD RET 2035 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $2.2M | 7.0% | |
| Fidelity Spartan 500 Index Fund | — | — | — | $1.9M | 6.3% | |
| SCHWAB MGD RET 2030 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $1.7M | 5.4% | |
| SCHWAB MGD RET 2055 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | — | — | $1.6M | 5.1% | |
| Fidelity Spartan Extnd MktIdxAdvtgInst | — | — | — | $1.5M | 4.9% | |
| SCHWAB MGD RET 2050 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | — | — | $1.5M | 4.8% | |
| Dodge & Cox Dodge & Cox International Stock | — | — | — | $1.4M | 4.6% | |
| SCHWAB MGD RET 2040 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $1.4M | 4.5% | |
| Dodge & Cox Dodge & Cox Income | — | — | — | $1.3M | 4.2% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.2M | 4.1% | |
| SCHWAB MGD RET 2045 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $886K | 2.9% | |
| American Century American Century Small Cap Value Fund R6 Class | — | — | — | $728K | 2.4% | |
| Participants Participant notes receivable with interest rates ranging from 4.25 to 9.5 percent - | — | — | — | $690K | 2.3% | |
| SCHWAB MGD RET 2020 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | — | — | $403K | 1.3% | |
| SCHWAB MGD RET 2060 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | — | — | $384K | 1.3% | |
| SCHWAB MGD RET 2065 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 024 | Common Collective Trust | — | — | $275K | 0.9% | |
| Vanguard Inflation-Protected Securities Fund Adm | — | — | — | $214K | 0.7% | |
| Fidelity Spartan International Idx Inv | — | — | — | $182K | 0.6% | |
| Aberdeen Emerging Markets Instl | — | — | — | $169K | 0.6% | |
| Fidelity Spartan US Bond Index Fund | — | — | — | $154K | 0.5% | |
| Charles Schwab Managed Retirement Trust Fund | — | — | — | $106K | 0.3% | |
| SCHWAB MGD RET INC SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 005 | Common Collective Trust | — | — | $106K | 0.3% | |
| Invesco EQV International Equity Fund Class R6 | — | — | — | $26K | <0.1% | |
| ClearBridge Small Cap Growth Fund | — | — | — | $21K | <0.1% | |
| Vanguard Real Estate Index Admiral Fund | — | — | — | $18K | <0.1% | |
| Fidelity Money market mutual fund - Fidelity Government Market | — | — | — | $15K | <0.1% | |
| SCHWAB MGD RET 2015 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 006 | Common Collective Trust | — | — | $2K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Manufacturing plans
AMERICAN INTEGRATED SERVICES, INC.
AMERICAN INTEGRATED SERVICES, INC. 401(K) PROFIT SHARING PLAN
$30.8M · 436 participants
ASBURY CARBONS, INC. & SUBS
ASBURY CARBONS, INC. PENSION PLAN
$31.2M · 151 participants
SOLOMON COLORS, INC.
SOLOMON COLORS, INC. SALARY DEFERRAL PLAN
$29.2M · 183 participants
HEBRON COMPANIES, INC.
HEBRON COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
$32.8M · 92 participants
RADIAC ABRASIVES, INC.
RADIAC ABRASIVES, INC. 401(K) RETIREMENT SAVINGS PLAN
$33.4M · 476 participants
ASBURY CARBONS, INC.
ASBURY CARBONS, INC. 401(K) SAVINGS PLAN
$27.6M · 250 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants