Amanda Knauer signed Levin Furniture, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Levin Furniture, LLC's EIN is 84-5051605.
Download the official 2024 Form 5500 (PDF) for Levin Furniture, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Levin Furniture, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS WEALTH MGMT ADV. | 25-1857157 | PITTSBURGH, PA | INVESTMENT ADVISOR | $23K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Inv 59,229 | Mutual Funds | — | — | $2.2M | 12.7% | |
| Vanguard Target Retirement 2040 Inv 47,532 | Mutual Funds | — | — | $2.1M | 11.6% | |
| Vanguard Target Retirement 2025 Inv 96,687 | Mutual Funds | — | — | $1.8M | 10.2% | |
| Fidelity 500 Index 7,076 | Common Collective Trusts | — | — | $1.4M | 8.2% | |
| Vanguard Target Retirement 2035 Inv 59,117 | Mutual Funds | — | — | $1.4M | 8.0% | |
| Vanguard Target Retirement 2045 Inv 44,884 | Mutual Funds | — | — | $1.3M | 7.5% | |
| Vanguard Target Retirement 2050 Inv 25,998 | Mutual Funds | — | — | $1.3M | 7.3% | |
| Vanguard Target Retirement 2055 Inv 14,769 | Mutual Funds | — | — | $821K | 4.7% | |
| Vanguard Target Retirement 2060 Inv 11,280 | Mutual Funds | — | — | $578K | 3.3% | |
| Vanguard Target Retirement 2020 Inv 21,544 | Mutual Funds | — | — | $570K | 3.2% | |
| Fidelity US Bond Index 38,971 | Mutual Funds | — | — | $398K | 2.3% | |
| Vanguard Total Stock Mkt Idx Adm 2,735 | Common Collective Trusts | — | — | $386K | 2.2% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.25-9.50%, with maturities through November 2029 0 | Bonds / Notes | — | — | $357K | 2.0% | |
| Fidelity Mid Cap Index 8,709 | Mutual Funds | — | — | $294K | 1.7% | |
| RELIANCE METLIFE SERIES 25053 C1 0 RELIANCE TRUST CT · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $260K | 1.5% | |
| PIMCO Income Instl 23,399 | Mutual Funds | — | — | $246K | 1.4% | |
| Fidelity Total International Index 16,587 | Mutual Funds | — | — | $223K | 1.3% | |
| Baird Aggregate Bond Inst 22,105 | Other securities | — | — | $213K | 1.2% | |
| Vanguard Target Retirement Income Inv 15,741 | Mutual Funds | — | — | $206K | 1.2% | |
| WCM Focused International Growth Instl 8,780 | Other securities | — | — | $191K | 1.1% | |
| Vanguard Target Retirement 2065 Inv 5,570 | Mutual Funds | — | — | $187K | 1.1% | |
| LARGE CAP GROWTH FUND CLASS R1 GREAT GRAY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $180K | 1.0% | |
| REGISTERED INVESTMENT COMPANIES AQR Large Cap Defensive Style R6 6,812 | Other securities | — | — | $138K | 0.8% | |
| EMERGING MARKETS FUND CLASS R1 GREAT GRAY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $128K | 0.7% | |
| Undiscovered Managers Behavioral Val R6 1,516 | Other securities | — | — | $128K | 0.7% | |
| Vanguard Real Estate Index Admiral 828 | Mutual Funds | — | — | $105K | 0.6% | |
| Brown Capital Mgmt Intl Sm Co Instl 4,157 | Common Stocks | — | — | $104K | 0.6% | |
| Brown Capital Mgmt Small Co Instl 1,892 | Common Stocks | — | — | $102K | 0.6% | |
| T. Rowe Price Mid-Cap Value I 1,571 | Other securities | — | — | $50K | 0.3% | |
| PRIMECAP Odyssey Aggressive Growth 736 | Mutual Funds | — | — | $32K | 0.2% | |
| Fidelity Small Cap Index 1,042 | Mutual Funds | — | — | $29K | 0.2% | |
| PIMCO Real Return Instl 1,671 | Mutual Funds | — | — | $17K | <0.1% | |
| DFA International Small Cap Value I 39 ** 854 Dodge & Cox Stock X 27 | Mutual Funds | — | — | $7K | <0.1% | |
| PIMCO Commodity Real Ret Strat Instl 389 | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
