Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LEV MANAGEMENT, LLC
EIN 81-3558829Other Services (except Public Administration)Latest filing 2024
Plans
3
Retirement
2
$1.5M assets
Welfare
1
Participants
245
KRISTIN BOBENAGE, 1821 PROGRESS LN - COLUMBIA, SC 29223704-651-8854
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 219 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LEV MANAGEMENT, LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.3M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEV MANAGEMENT, LLC
401k
Assets$244K
Participants193
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002
LEV MANAGEMENT, LLC DEFINED BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LEV MANAGEMENT, LLC DEFINED BENEFIT PLAN | TraditionalDB | $1.3M | 26 | 2024 | |
| 001 | 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEV MANAGEMENT, LLC | 401k | $244K | 193 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | LEV MANAGEMENT, LLC DEFINED BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans