Original filing (PDF)20250327135823NAL0029329104001

Leventis Financial LLC

Name: Leventis Financial LLC — Leventis Financial 401(k), Form 5500 (2024)
Creator: Leventis Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Leventis Financial 401(k) Plan

401(k) retirement plan · Leventis Financial LLC's Leventis Financial 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Shirley Horner signed Leventis Financial LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Leventis Financial LLC's EIN is 83-3931382.

EIN 83-3931382

Plan number 001

Plan year 2024

ACK ID 20250327135823NAL0029329104001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Leventis Financial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score