Back to filter
Original filing (PDF)20250718150919NAL0003584914001
THE LEON LEVINE FOUNDATION
Form 5500-SF
FILING_RECEIVED
THE LEON LEVINE FOUNDATION 401(K) PLAN
401(k) retirement plan
Active participants
18
Accounts w/ balance
24
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
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
75
Total plan cost
75
Vendor stack
100
Participation health
100
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 THE LEON LEVINE FOUNDATION.
Plan sponsor
Name
THE LEON LEVINE FOUNDATION
EIN
58-1427515
Address
6000 FAIRVIEW ROAD · SUITE 1525 · CHARLOTTE, NC · 28210
Phone
(704) 817-6500
Industry
Other Services (ex. Public Admin)see 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
2025-07-18
Pension benefit codes
2A · Age/service weighted or new comparability
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
—
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
THE INSIGHTS ASSOCIATION, INC.
THE INSIGHTS ASSOCIATION, INC. PLAN
$1.8M · 11 participants
TOUCH HEALTH INC
TOUCH HEALTH INC 401(K) PROFIT SHARING PLAN & TRUST
$1.8M · 5 participants
MINNESOTA CORN GROWERS ASSOCIATI
MINNESOTA CORN GROWERS ASSOCIATION RETIREMENT SAVINGS P
$1.8M · 17 participants
SUSTAINABLE AGRICULTURE AND FOOD SYSTEMS FUNDERS
SUSTAINABLE AGRICULTURE AND FOOD SYSTEMS FUNDERS RETIREMENT PLAN
$1.8M · 10 participants
OPEN GEOSPATIAL CONSORTIUM, INC.
OPEN GEOSPATIAL CONSORTIUM, INC. 401(K) PLAN
$1.8M · 10 participants
INTERNATIONAL SAFETY EQUIPMENT
INTERNATIONAL SAFETY EQUIPMENT ASSOCIATION INC PROFIT SHARING
$1.8M · 8 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants