How big is Levin, Sedran & Berman's plan?

Levin, Sedran & Berman's plan reported $14.6M in assets and 19 participants for 2024.

Original filing (PDF)20250701093125NAL0006938739005

Levin, Sedran & Berman

Name: Levin, Sedran & Berman — Levin, Sedran & Berman, Form 5500 (2024)
Creator: Levin, Sedran & Berman
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Levin, Sedran & Berman 401(k) Plan

401(k) retirement plan · Levin, Sedran & Berman's Levin, Sedran & Berman 401(k) Plan held $14.6M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.6M

Net assets (EOY)

$14.6M

Plan identifiers

Levin, Sedran & Berman's EIN is 23-2198740.

EIN 23-2198740

Plan number 001

Plan year 2024

ACK ID 20250701093125NAL0006938739005

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Levin, Sedran & Berman from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Levin, Sedran & Berman's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEVIN, SEDRAN & BERMAN.

Finding similar companies…

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