Level Access, Inc. 401(k) Plan
Sponsored by Level Access, Inc. · EIN 061565704 · Plan #001
- Total assets
- $25.6M
- Net assets
- $25.6M
- Active participants
- 269
- With balances
- 396
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $68,137 |
| Securities America Advisor Inc | Investment advisory (plan) | $45,835 |