Level Financial Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

3,103

Total plan assets

$86.6M

Filings (rows)

Direct comp

$103K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant5

Investment manager3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Person Centered Services Care Coordination Organization LLC Person Centered Services Care Coordination Organization LLC 401(k) Plan · all filings	BUFFALO, NY	Investment manager	846	$20.6M	$25K	$0
Person Centered Services Care Coordination Organization LLC Person Centered Services Care Coordination Organization LLC 401(k) Plan · all filings	BUFFALO, NY	Investment manager	797	$16.1M	$20K	$0
L. C. Whitford Co., Inc. L. C. Whitford Co., Inc. 401(k) Plan · all filings	WELLSVILLE, NY	Advisor / Consultant	149	$12.3M	$11K	$0
Person Centered Services Care Coordination Organization LLC Person Centered Services Care Coordination Organization LLC 401(k) Plan · all filings	BUFFALO, NY	Investment manager	762	$11.9M	$19K	$0
L. C. Whitford Co., Inc. L. C. Whitford Co., Inc. 401(k) Plan · all filings	WELLSVILLE, NY	Advisor / Consultant	156	$11.4M	$10K	$0
L. C. Whitford Co., Inc. L. C. Whitford Co., Inc. 401(k) Plan · all filings	WELLSVILLE, NY	Advisor / Consultant	142	$10.0M	$9K	$0
Glendale Realty Services Group, LLC Glendale Realty Services Group, LLC 401(k) Profit Sharing Plan · all filings	TONAWANDA, NY	Advisor / Consultant	125	$2.3M	$5K	$0
Glendale Realty Services Group, LLC Glendale Realty Services Group, LLC 401(k) Profit Sharing Plan · all filings	TONAWANDA, NY	Advisor / Consultant	126	$1.8M	$4K	$0