How big is Levine, Haddad & Gregory, LLC's plan?

Levine, Haddad & Gregory, LLC's plan reported $4.1M in assets and 15 participants for 2024.

Original filing (PDF)20250919110208NAL0002976787001

Levine, Haddad & Gregory, LLC

Name: Levine, Haddad & Gregory, LLC — Levine, Haddad &, Form 5500 (2024)
Creator: Levine, Haddad & Gregory, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Levine, Haddad & Gregory, LLC 401(k) Plan

401(k) retirement plan · Levine, Haddad & Gregory, LLC's Levine, Haddad & Gregory, LLC 401(k) Plan held $4.1M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan identifiers

Levine, Haddad & Gregory, LLC's EIN is 22-3411879.

EIN 22-3411879

Plan number 001

Plan year 2024

ACK ID 20250919110208NAL0002976787001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Levine, Haddad & Gregory, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Levine, Haddad & Gregory, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEVINE, HADDAD & GREGORY, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score