Levata 401(k) Plan
Sponsored by Levata · EIN 203290210 · Plan #001
- Total assets
- $42.0M
- Net assets
- $41.9M
- Active participants
- 514
- With balances
- 660
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Advisors | Investment advisory (plan) | $112,202 |
| Usi Consulting Group | Recordkeeping fees | $71,254 |