How big is Thomas J. LEVY's plan?

Thomas J. LEVY's plan reported $697K in assets and 7 participants for 2024.

Original filing (PDF)20250904095748NAL0027267072001

Thomas J. LEVY

Name: Thomas J. LEVY — LEVY Insurance Agency, LLC 401(k), Form 5500 (2024)
Creator: Thomas J. LEVY
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LEVY Insurance Agency, LLC 401(k) Plan

401(k) retirement plan · Thomas J. LEVY's LEVY Insurance Agency, LLC 401(k) Plan held $697K in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$697K

Net assets (EOY)

$697K

Plan identifiers

Thomas J. LEVY's EIN is 27-1456372.

EIN 27-1456372

Plan number 001

Plan year 2024

ACK ID 20250904095748NAL0027267072001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Thomas J. LEVY's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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