How big is LEVY Financial Group's plan?

LEVY Financial Group's plan reported $2.5M in assets and 3 participants for 2024.

Original filing (PDF)20250617125529NAL0003805714001

LEVY Financial Group

Name: LEVY Financial Group — LEVY Financial Group, Form 5500 (2024)
Creator: LEVY Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LEVY Financial Group Retirement Plan

401(k) retirement plan · LEVY Financial Group's LEVY Financial Group Retirement Plan held $2.5M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

MARC LEVY signed LEVY Financial Group's 2024 Form 5500 as plan administrator.

MARC 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

LEVY Financial Group's EIN is 27-0409763.

EIN 27-0409763

Plan number 001

Plan year 2024

ACK ID 20250617125529NAL0003805714001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LEVY Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LEVY Financial Group'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 LEVY FINANCIAL GROUP.

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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