How big is Level Advisors' plan?

Level Advisors' plan reported $5.5M in assets and 7 participants for 2024.

Original filing (PDF)20251014172436NAL0003383633001

Level Advisors

Name: Level Advisors — Value Advisors 401(k), Form 5500 (2024)
Creator: Level Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Value Advisors 401(k) Profit-Sharing Plan

401(k) retirement plan · Level Advisors' Value Advisors 401(k) Profit-Sharing Plan held $5.5M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

Plan identifiers

Level Advisors' EIN is 83-1016946.

EIN 83-1016946

Plan number 001

Plan year 2024

ACK ID 20251014172436NAL0003383633001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Level Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Level Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEVEL ADVISORS.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

LEVEL ADVISORS

EIN

all filings

Address

24632 SAN JUAN AVE., STE. 230 · DANA POINT, CA · 92629

Phone

(949) 404-4986

Industry

CPA Offices· Professional & Technical Services

Plan administrator