Chrystal Herndon signed Levity Live LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Levity Live LLC's EIN is 45-2751630.
Download the official 2024 Form 5500 (PDF) for Levity Live LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Levity Live LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BURNHAM GIBSON WEALTH ADVISORS LLC | 13-4071393 | IRVINE, CA | ADVISOR | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| HRTFRD BAL INCOME Mutual Funds | Other securities | — | — | $490K | 61.5% | |
| AMFDS GROWTH FD R Mutual Funds | Other securities | — | — | $72K | 9.0% | |
| AM FND US GOV MM Money Market Fund | Cash / Money Market | — | — | $56K | 7.1% | |
| AMFDS AMCAP FND R Mutual Funds | Other securities | — | — | $32K | 4.0% | |
| MFS Lifetime 2030 Fund Class R2 Mutual Funds | Mutual Funds | — | — | $31K | 3.9% | |
| JPM CRE PL BD Mutual Funds | Other securities | — | — | $25K | 3.1% | |
| G S MD CP VAL R Mutual Funds | Other securities | — | — | $17K | 2.1% | |
| INVSCO GLB RL EST Mutual Funds | Other securities | — | — | $16K | 2.0% | |
| BLRK HG YLD BD Mutual Funds | Other securities | — | — | $15K | 1.8% | |
| AMFDS AM MUTUAL Funds | Other securities | — | — | $14K | 1.8% | |
| VNGRD TIN SK IX Mutual Funds | Other securities | — | — | $13K | 1.6% | |
| MFS GOVT SEC R Mutual Funds | Mutual Funds | — | — | $3K | 0.3% | |
| MFS GLBL EQ R6 Mutual Funds | Mutual Funds | — | — | $2K | 0.3% | |
| MFS LIFETIME INC Mutual Funds | Mutual Funds | — | — | $2K | 0.2% | |
| MFS Lifetime 2040 R2 Mutual Funds | Mutual Funds | — | — | $2K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
