Lever1 Retirement Savings Plan
Sponsored by Lever1 · EIN 454152888 · Plan #333
- Total assets
- $53.7M
- Net assets
- $53.6M
- Active participants
- 1,721
- With balances
- 1,518
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 |
|---|---|---|
| Slavic Integrated Administration | Recordkeeping, Participant loan processing, Participant communication | $253,721 |
| Mariner Retirement Advisors, Llc | Investment advisory (participants) | $57,143 |
| Jason F. Clausen, P.C. | Accounting | $8,000 |