Back to filter
Original filing (PDF)20250723141957NAL0001950323001
LEVY & MCCLELLAN, LLC
Form 5500-SF
FILING_RECEIVED
LEVY & MCCLELLAN, LLC DEFINED BENEFIT PLAN & TRUST
Defined-benefit pension plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
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
PO BOX 524 · ST. HELENA, CA · 94574
Phone
(707) 963-0369
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-23
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
AUGUSTA ROAD AESTHETICS LLC
AUGUSTA ROAD AESTHETICS LLC 401(K) PLAN
$3.0M · 4 participants
CENTER FOR TRANSFORMING LIVES
CENTER FOR TRANSFORMING LIVES 401(K) PLAN
$3.0M · 171 participants
DJS MANAGEMENT, LLC
DJS MANAGEMENT, LLC DEFINED BENEFIT PLAN
$3.2M · 6 participants
J M C HAIRWEAR & WIG SALON INC.
J M C HAIRWEAR & WIG SALON INC. RETIREMENT PLAN AND TRUST
$3.0M · 5 participants
WEIGHLESS CENTERS OF RI, INC.
WEIGHLESS NUTRITION CENTERS 401(K) PROFIT SHARING PLAN
$3.2M · 5 participants
JOHN ROBERTS HAIR STUDIO AND S
JOHN ROBERTS HAIR STUDIO AND S 401(K) PROFIT SHARING PLAN & TRUST
$3.2M · 105 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B