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Original filing (PDF)20251015121502NAL0002270931001
LEVER1
Form 5500
FILING_RECEIVED
LEVER1 RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,721
Accounts w/ balance
1,518
Plan assets (EOY)
$53.7M
Net assets (EOY)
$53.6M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 59 bps in Schedule C fees — 271% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEVER1.
Plan sponsor
Name
LEVER1
EIN
45-4152888
Address
5200 METCALF AVE · SUTIE 300 · OVERLAND PARK, KS · 66202
Phone
(816) 994-1300
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
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)
Audit & trust (Schedule H)
Auditor
JASON F. CLAUSEN, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER RETIREMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MANAGEMENT | $57K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | 65-0608221 | — | TPA | $254K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JASON F. CLAUSEN, P.C. | 27-4097479 | — | AUDITOR | $8K | — |
Investments
32 direct securities· $52.9M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FXAIX - Fidelity 500 Index Fund | — | — | — | $8.8M | 16.4% | |
| Vanguard VTIVX - Vanguard Target Retirement 2045 | — | — | — | $4.8M | 9.0% | |
| Vanguard VFIFX - Vanguard Target Retirement 2050 | — | — | — | $4.1M | 7.7% | |
| Vanguard VFORX - Vanguard Target Retirement 2040 | — | — | — | $4.1M | 7.6% | |
| Vanguard VTTHX - Vanguard Target Retirement 2035 | — | — | — | $3.2M | 5.9% | |
| Vanguard VTHRX - Vanguard Target Retirement 2030 | — | — | — | $3.1M | 5.8% | |
| Harbor HNACX - Harbor Capital Appreciation Fund | — | — | — | $2.4M | 4.6% | |
| Vanguard VEIRX - Vanguard Equity Income Admiral | — | — | — | $2.0M | 3.7% | |
| Fidelity FSPSX - Fidelity Int'L Index | — | — | — | $1.9M | 3.5% | |
| Vanguard VFFVX - Vanguard Target Retirement 2055 | — | — | — | $1.7M | 3.2% | |
| Vanguard VTTSX - Vanguard Target Retirement 2060 | — | — | — | $1.4M | 2.7% | |
| Vanguard VSGAX - Vanguard Small-Cap Growth Index Fund Admiral Shares | — | — | — | $1.4M | 2.6% | |
| Fidelity FSRIX - Fidelity Advisor Strategic Income I | — | — | — | $1.3M | 2.4% | |
| Fidelity FSMAX - Fidelity Extended Market Index | — | — | — | $1.2M | 2.3% | |
| Vanguard VTTVX - Vanguard Target Retirement 2025 | — | — | — | $1.2M | 2.2% | |
| American Funds RERGX - American Funds EuroPacific Growth Fund Class R6 | — | — | — | $1.1M | 2.1% | |
| Invesco OEGIX - Invesco Discovery Mid Cap Growth Fund RI | — | — | — | $968K | 1.8% | |
| Vanguard VTWNX - Vanguard Target Retirement 2020 | — | — | — | $909K | 1.7% | |
| Prudential PTRQX - Prudential Total Return Bond Q | — | — | — | $826K | 1.5% | |
| Participant :Loans 4.25% - 10.25% | — | — | — | $812K | 1.5% | |
| Victory VEVRX - Victory Sycamore Established Value R6 | — | — | — | $785K | 1.5% | |
| Vanguard VSMAX - Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $660K | 1.2% | |
| Vanguard VLXVX - Vanguard Target Retirement 2065 Inv | — | — | — | $639K | 1.2% | |
| Vanguard VSIAX - Vanguard Small Cap Value Index Fund Admiral Shares | — | — | — | $624K | 1.2% | |
| Dimensional Fund Advisors DIPSX - DFA Inflation Protected Sec Port | — | — | — | $604K | 1.1% | |
| Morley QAKVX - Morley Stable Value Fund | — | — | — | $567K | 1.1% | |
| Cohen & Steers CSRIX - Cohen & Steers Realty Shares Inst | — | — | — | $513K | 1.0% | |
| Federated Hermes FHTIX - Federated Hermes High Yeild Bond Fund | — | — | — | $440K | 0.8% | |
| Fidelity FISDB - Fidelity SDBA | — | — | — | $417K | 0.8% | |
| Vanguard VTINX - Vanguard Target Retirement Income | — | — | — | $170K | 0.3% | |
| Vanguard VSVNX - Vanguard Target Retirement 2070 | — | — | — | $130K | 0.2% | |
| Vanguard VMFXX - Vanguard Federal Money Market Fund Investor Shares | — | — | — | $96K | 0.2% |
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