· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CASSIDY LEVY KENT (USA) LLP — CASSIDY LEVY KENT (USA) LLP EMPLOYEES' RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250620082840NAL0003733617001
CASSIDY LEVY KENT (USA) LLP
Form 5500-SF
FILING_RECEIVED
CASSIDY LEVY KENT (USA) LLP EMPLOYEES' RETIREMENT PLAN
401(k) retirement plan
Active participants
38
Accounts w/ balance
65
Plan assets (EOY)
$14.8M
Net assets (EOY)
$14.8M
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
CASSIDY LEVY KENT (USA) LLP
.
Find decision makers
Plan sponsor
Name
CASSIDY LEVY KENT (USA) LLP
EIN
26-4127579
Address
2112 PENNSYLVANIA AVE NW SUITE 300 · WASHINGTON, DC · 20037
Phone
(202) 567-2305
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-20
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
ROBINSON & LAWING, L.L.P.
ROBINSON & LAWING, L.L.P. RETIREMENT SAVINGS PLAN
$14.8M · 16 participants
COPPERSMITH BROCKELMAN PLC
COPPERSMITH BROCKELMAN PLC 401(K) PLAN
$14.8M · 29 participants
HANFT FRIDE, A PROFESSIONAL ASSOCIATION
HANFT FRIDE LAW FIRM EMPLOYEES SAVINGS & RETIREMENT PLAN
$14.8M · 33 participants
TROLMAN GLASER CORLEY & LICHTMAN, P.C.
TROLMAN GLASER CORLEY & LICHTMAN, P. C. 401(K) PLAN
$14.8M · 19 participants
WIGGINS CHILDS PANTAZIS FISHER
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.
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.
WIGGINS CHILDS PANTAZIS ETAL PROFIT SHARING PLAN
$14.8M · 45 participants
LITTLETON PARK JOYCE UGHETTA & KELLY LLP
LITTLETON PARK JOYCE UGHETTA & KELLY LLP 401(K) PROFIT SHARING PLAN
$14.8M · 27 participants
Large plans in District of Columbia
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
$27.4B · 104,686 participants
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
VANTAGETRUST COMPANY, LLC
VTI MISSIONSQUARE PLUS FUND
$9.8B
DANAHER CORPORATION
DANAHER CORPORATION & SUBSIDIARIES SAVINGS PLAN
$6.5B · 23,252 participants
GEICO CORPORATION
GEICO 401(K) SAVINGS PLAN
$6.2B · 28,209 participants
FEDERAL NATIONAL MORTGAGE ASSOCIATION
FEDERAL NATIONAL MORTGAGE ASSOCIATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES
$4.6B · 8,187 participants
