Filings through .
Levelized Compensation Advisor
Matched across 3 name variants in the filings
Levelized Compensation Advisor summary
Levelized Compensation Advisor appears on 69 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $3.3B in assets for 791,006 participants. The median client plan holds $4.5M. Most client plans are sponsored in CA, FL and NJ. The largest clients by plan assets are Paychex Retirement LLC, L&T Technology Services Ltd and Thomas Lanzetta. Plans reported $2.0M in direct and indirect compensation paid to Levelized Compensation Advisor. The median is $15K per plan.
- Participants
- 791,006
- Median plan assets
- $4.5M
- Median plan participants
- 234
- Median fees per plan
- $15K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Paychex Retirement LLC | NY | $2.8B | 759,234 |
| L&T Technology Services Ltd | NJ | $74.6M | 3,026 |
| Thomas Lanzetta | NJ | $30.6M | 695 |
| Indie LLC | CA | $27.4M | 223 |
| The New York Preparatory | NY | $27.0M | 442 |
| Nephrology Associates of Centr | FL | $23.0M | 86 |
| Invidi Technologies Corporatio | NJ | $22.3M | 126 |
| Environmental Safety and Health | LA | $22.1M | 365 |
| Collagen Matrix Inc | NJ | $17.8M | 409 |
| Mountain State Auto Auction in | WV | $16.9M | 1,482 |
| Airway Group LLC | KY | $16.0M | 126 |
| Whatever IT Takes Transmisson | KY | $14.0M | 857 |
| Miles Chemical Company Inc | CA | $11.5M | 103 |
| Marvel Architects, PLLC | NY | $11.1M | 126 |
| Cunova Services USA LLC | PA | $10.1M | 218 |
| Microtechnologies LLC | FL | $9.9M | 292 |
| Incedo Inc | NJ | $9.7M | 487 |
| Military Produce Group LLC | VA | $8.8M | 179 |
| Affiliated Family Dentists PC | IN | $7.9M | 264 |
| Human Resource Development Cou | MT | $7.4M | 197 |
| Health Care Capital Consolidat | NC | $7.2M | 1,096 |
| Robert McCabe Company Inc | OH | $7.1M | 155 |
| Bylada Foods, LLC | NJ | $7.0M | 210 |
| Buckley Cable Construction | PA | $6.7M | 271 |
| Toufayan Bakery of Florida Inc | NJ | $6.6M | 687 |
- NYParticipants 759,234
- NJParticipants 3,026
- Thomas Lanzetta$30.6MNJParticipants 695
- Indie LLC$27.4MCAParticipants 223
- The New York Preparatory$27.0MNYParticipants 442
- FLParticipants 86
- NJParticipants 126
- LAParticipants 365
- Collagen Matrix Inc$17.8MNJParticipants 409
- WVParticipants 1,482
- Airway Group LLC$16.0MKYParticipants 126
- KYParticipants 857
- CAParticipants 103
- Marvel Architects, PLLC$11.1MNYParticipants 126
- Cunova Services USA LLC$10.1MPAParticipants 218
- FLParticipants 292
- Incedo Inc$9.7MNJParticipants 487
- VAParticipants 179
- INParticipants 264
- MTParticipants 197
- NCParticipants 1,096
- OHParticipants 155
- Bylada Foods, LLC$7.0MNJParticipants 210
- PAParticipants 271
- NJParticipants 687
Top client states
- CA11 plans
- FL7 plans
- NJ7 plans
- NY7 plans
- MI4 plans
Frequently asked questions
- Who uses Levelized Compensation Advisor?
- 69 retirement plans list Levelized Compensation Advisor as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Paychex Retirement LLC, L&T Technology Services Ltd, Thomas Lanzetta, Indie LLC and The New York Preparatory. Most client plans are sponsored in CA, FL and NJ.
- How many plans does Levelized Compensation Advisor serve?
- Levelized Compensation Advisor serves 69 retirement plans with $3.3B in plan assets and 791,006 participants, based on the latest Form 5500 filings through 2024.
- What does Levelized Compensation Advisor charge?
- Plans reported $2.0M in total Schedule C compensation paid to Levelized Compensation Advisor. The median plan paid $15K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served69Rank #282 of mapped providers
Assets under administration$3.3B0.0%Rank #5994 by share of filed assets
Fees received$2MMedian $15,131/planSum across Schedule C direct + indirect
Net wins YoY-122 won - 23 lostPlan-level switch detection
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