· 2022–2024 · DOL EFAST2

LEVY & Associates — LEVY & Associates 401(k) Plan, Form 5500 (2025)

Original filing (PDF)20260609130212NAL0005898240001

LEVY & Associates

Form 5500-SF

FILING_RECEIVED

LEVY & Associates 401(k) Plan

401(k) retirement plan · LEVY & Associates' LEVY & Associates 401(k) Plan held $697K in plan assets for 31 participants in 2025.

Active participants

31

Accounts w/ balance

27

Plan assets (EOY)

$697K

Net assets (EOY)

$697K

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

60

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

LEVY & ASSOCIATES

EIN

38-3387406all filings

Address

28400 SOUTHFIELD ROAD · LATHRUP VILLAGE, MI · 48076

Phone

(248) 431-6770

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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