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LEVEL ADVISORS

EIN 83-1016946-management consulting-Latest filing 2024
Plans
1
Retirement
1
$5.5M assets
Welfare
0
Participants
11
24632 SAN JUAN AVE., STE. 230 - DANA POINT, CA 92629949-404-4986level.infoLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
1 filing
#001401k-$5.5M - 11 part

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Retirement#001

VALUE ADVISORS 401(K) PROFIT-SHARING PLAN

401k

Assets$5.5M
Participants11
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VALUE ADVISORS 401(K) PROFIT-SHARING PLAN401k$5.5M112024
Retirement plans
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