The LEVY Group, P.C. 401(k) Plan

The The LEVY Group, P.C. 401(k) on its latest Form 5500

The LEVY Group, P.C. (EIN 76-0313404) reports LEVY GROUP 401(K) PLAN on its most recent Form 5500, with $4.1M in plan assets across 2 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 The LEVY Group, P.C. filing — schedules, fees, and providers.

Who runs the The LEVY Group, P.C. 401(k)?

The LEVY Group, P.C.’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 The LEVY Group, P.C.HR for the recordkeeper’s name and login.

How to check your The LEVY Group, P.C. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask The LEVY Group, P.C. 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).