How big is The Levinson Group, LLC's plan?

The Levinson Group, LLC's plan reported $2.2M in assets and 26 participants for 2025.

Original filing (PDF)20260422220151NAL0002208787078

The Levinson Group, LLC

Name: The Levinson Group, LLC — The Levinson Group 401(k), Form 5500 (2025)
Creator: The Levinson Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Levinson Group 401(k) Plan

401(k) retirement plan · The Levinson Group, LLC's The Levinson Group 401(k) Plan held $2.2M in plan assets for 26 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Elantha Barry signed The Levinson Group, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

The Levinson Group, LLC's EIN is 46-5570580.

EIN 46-5570580

Plan number 001

Plan year 2025

ACK ID 20260422220151NAL0002208787078

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

The Levinson Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE LEVINSON GROUP, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score