Naomi Siegel signed The LEVY Group, Inc.'s 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The LEVY Group, Inc.'s EIN is 13-3855230.
Download the official 2025 Form 5500 (PDF) for The LEVY Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)The LEVY Group, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN FIDUCIARY CORPORATION | — | NEEDHAM, MA | THIRD PARTY ADMINISTRATOR | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| SEPARATE ACCOUNT C OR D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $14.2M | 95.5% |
