How big is Joslyn LEVY & Associates, LLC's plan?

Joslyn LEVY & Associates, LLC's plan reported $1.7M in assets and 1 participants for 2024.

Original filing (PDF)20251003100034NAL0001248929001

Joslyn LEVY & Associates, LLC

Name: Joslyn LEVY & Associates, LLC — Joslyn LEVY &, Form 5500 (2024)
Creator: Joslyn LEVY & Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joslyn LEVY & Associates, LLC Defined Benefit Pension Plan

Defined-benefit pension plan · Joslyn LEVY & Associates, LLC's Joslyn LEVY & Associates, LLC Defined Benefit Pension Plan held $1.7M in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Joslyn LEVY signed Joslyn LEVY & Associates, LLC's 2024 Form 5500 as plan administrator.

Joslyn LEVY — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Joslyn LEVY & Associates, LLC's EIN is 26-4017612.

EIN 26-4017612

Plan number 001

Plan year 2024

ACK ID 20251003100034NAL0001248929001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Joslyn LEVY & Associates, LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

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

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score