David A. LEVY and Associates 401(k) Plan

The David A. LEVY and Associates 401(k) on its latest Form 5500

David A. LEVY and Associates (EIN 34-1392757) reports DAVID A. LEVY AND ASSOCIATES 401K PLAN on its most recent Form 5500, with $724K in plan assets across 18 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full David A. LEVY and Associates filing — schedules, fees, and providers.

Who runs the David A. LEVY and Associates 401(k)?

David A. LEVY and Associates’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask David A. LEVY and AssociatesHR for the recordkeeper’s name and login.

How to check your David A. LEVY and Associates 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask David A. LEVY and Associates HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).