How big is Levine Lee, LLP's plan?

Levine Lee, LLP's plan reported $3.6M in assets and 11 participants for 2024.

Original filing (PDF)20251009232830NAL0012277296001

Levine Lee, LLP

Name: Levine Lee, LLP — Levine Lee, LLP Cash Balance Plan, Form 5500 (2024)
Creator: Levine Lee, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Levine Lee, LLP Cash Balance Plan

Defined-benefit pension plan · Levine Lee, LLP's Levine Lee, LLP Cash Balance Plan held $3.6M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Kenneth E. Lee signed Levine Lee, LLP's 2024 Form 5500 as plan administrator.

Kenneth E. Lee — 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

Levine Lee, LLP's EIN is 45-1064140.

EIN 45-1064140

Plan number 002

Plan year 2024

ACK ID 20251009232830NAL0012277296001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Levine Lee, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Levine Lee, LLP's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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

100

Helping the score