· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BERNARD & S. DEAN LEVY, INC. — BERNARD & S. DEAN LEVY, INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251226150719NAL0034408290001
BERNARD & S. DEAN LEVY, INC.
Form 5500-SF
FILING_RECEIVED
BERNARD & S. DEAN LEVY, INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BERNARD & S. DEAN LEVY, INC.
.
Find decision makers
Plan sponsor
Name
BERNARD & S. DEAN LEVY, INC.
EIN
13-2754162
Address
227 WEST 17TH STREET, 3RD FLOOR · NEW YORK, NY · 100110427
Phone
(212) 628-7088
Industry
Retail Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2025-12-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Retail Trade plans
DI DONNA GALLERIES, LLC
DI DONNA GALLERIES, LLC DEFINED BENEFIT PLAN
$1.1M · 5 participants
RONI HORN
RONI HORN 401(K) PLAN
$1.1M · 2 participants
QUIDLEY & COMPANY
QUIDLEY & COMPANY 401(K) P/S PLAN
$1.2M · 4 participants
KOHN GALLERY
KOHN GALLERY 401(K) PROFIT SHARING PLAN
$1.1M · 7 participants
PETROLEUM MATERIALS, LLC
PETROLEUM MATERIALS LLC 401(K) PROFIT SHARING PLAN
$1.2M · 21 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
SHUPACA, INC.
SHUPACA, INC. 401(K) PLAN
$1.2M · 5 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
