How big is LEVY & McClellan, LLC's plan?

LEVY & McClellan, LLC's plan reported $3.1M in assets and 3 participants for 2024.

Original filing (PDF)20250723141957NAL0001950323001

LEVY & McClellan, LLC

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

Form 5500-SF

FILING_RECEIVED

LEVY & McClellan, LLC Defined Benefit Plan & Trust

Defined-benefit pension plan · LEVY & McClellan, LLC's LEVY & McClellan, LLC Defined Benefit Plan & Trust held $3.1M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Robert LEVY signed LEVY & McClellan, LLC's 2024 Form 5500 as plan administrator.

Robert 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 & McClellan, LLC's EIN is 43-2102899.

EIN 43-2102899

Plan number 002

Plan year 2024

ACK ID 20250723141957NAL0001950323001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

LEVY & McClellan, LLC's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off