Original filing (PDF)20250805131525NAL0005877682001

LEVY & MCCLELLAN, LLC

Name: LEVY & MCCLELLAN, LLC — LEVY & MCCLELLAN, LLC 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: LEVY & MCCLELLAN, LLC

Form 5500-SF

FILING_RECEIVED

LEVY & MCCLELLAN, LLC 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$379K

Net assets (EOY)

$379K

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 LEVY & MCCLELLAN, LLC.

Plan sponsor

Name

LEVY & MCCLELLAN, LLC

EIN

43-2102899

Address

990 VINTAGE AVENUE, SUITE C · ST. HELENA, CA · 94574

Phone

(707) 963-0369

Industry

Manufacturingsee 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

2025-08-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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