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Original filing (PDF)20251013140123NAL0000686435004
LEVELTEN ENERGY
Form 5500
FILING_RECEIVED
LEVELTEN ENERGY 401(K) PLAN
401(k) retirement plan
Signals · 2
47% in single holdingNo recordkeeper disclosed
Active participants
132
Accounts w/ balance
152
Plan assets (EOY)
$5.0M
Net assets (EOY)
$5.0M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
77
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Fund" is 47% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEVELTEN ENERGY.
Plan sponsor
Name
LEVELTEN ENERGY
EIN
81-1242565
Address
2211 ELLIOTT AVE · SUITE 110 · SEATTLE, WA · 98121
Phone
(800) 995-2152
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLARK NUBER P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
28 direct securities· $5.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | — | — | — | $2.3M | 46.9% | |
| Vanguard Developed Markets Index Fund | — | — | — | $810K | 16.3% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $522K | 10.5% | |
| Vanguard Emerging Markets Stock Index Fund | — | — | — | $396K | 8.0% | |
| Vanguard Real Estate Index Fund | — | — | — | $195K | 3.9% | |
| Vanguard Total International Bond Index Fund | — | — | — | $165K | 3.3% | |
| Vanguard 500 Index Fund | — | — | — | $101K | 2.0% | |
| Vanguard Small-Cap Index Fund | — | — | — | $81K | 1.6% | |
| Vanguard Growth Index Fund | — | — | — | $79K | 1.6% | |
| Vanguard Federal Money Market | — | — | — | $74K | 1.5% | |
| Vanguard Extended Market Index Fund | — | — | — | $33K | 0.7% | |
| Vanguard Total International Stock Index Fund | — | — | — | $33K | 0.7% | |
| Vanguard Intermediate-Term Bond Index Fund | — | — | — | $31K | 0.6% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund | — | — | — | $26K | 0.5% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $20K | 0.4% | |
| Vanguard Small-Cap Growth Index Fund | — | — | — | $15K | 0.3% | |
| Vanguard Value Index Fund | — | — | — | $11K | 0.2% | |
| Vanguard Information Technology Index Fund | — | — | — | $11K | 0.2% | |
| Vanguard Energy Index Fund | — | — | — | $8K | 0.2% | |
| Vanguard Mid-Cap Value Index Fund | — | — | — | $8K | 0.2% | |
| Vanguard FTSE Social Index Fund | — | — | — | $5K | 0.1% | |
| Vanguard Small-Cap Value Index Fund | — | — | — | $4K | <0.1% | |
| Vanguard Dividend Appreciation Index Fund | — | — | — | $2K | <0.1% | |
| Vanguard Utilities Index Fund | — | — | — | $2K | <0.1% | |
| Vanguard Health Care Index Fund | — | — | — | $2K | <0.1% | |
| Vanguard Industrials Index Fund | — | — | — | $2K | <0.1% | |
| Vanguard Short-Term Bond Index Fund | — | — | — | $840 | <0.1% | |
| Participant loans | — | — | $0 | $213 | <0.1% |
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