Original filing (PDF)20260522114004NAL0003207457001

LEVY Wealth Management Group, LLC

Name: LEVY Wealth Management Group, LLC — LEVY Wealth, Form 5500 (2025)
Creator: LEVY Wealth Management Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LEVY Wealth Management Group Pension Plan

Defined-benefit pension plan · LEVY Wealth Management Group, LLC's LEVY Wealth Management Group Pension Plan filed a Form 5500 for plan year 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

LEVY Wealth Management Group, LLC's EIN is 45-5378898.

EIN 45-5378898

Plan number 002

Plan year 2025

ACK ID 20260522114004NAL0003207457001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for LEVY Wealth Management Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

LEVY Wealth Management Group, LLC's plan includes a cash-balance formula.

Decision-maker contacts

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

Finding similar companies…

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