Back to filter
Original filing (PDF)20250731075135NAL0008044192001
DE LUCA LEVINE, LLC
Form 5500-SF
FILING_RECEIVED
DE LUCA LEVINE RETIREMENT PLAN
401(k) retirement plan
Active participants
36
Accounts w/ balance
44
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DE LUCA LEVINE, LLC.
Plan sponsor
Name
DE LUCA LEVINE, LLC
EIN
47-0992339
Address
301 E GERMANTOWN PIKE · THIRD FLOOR · EAST NORRITON, PA · 19401
Phone
(215) 383-0081
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Law Offices plans
RUCKA, O'BOYLE, LOMBARDO & MCKENNA, A PROFESSIONAL CORPORATION
RUCKA, O'BOYLE, LOMBARDO & MCKENNA, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN
$9.2M · 45 participants
GTG LLP
GARMAN TURNER GORDON 401(K) PLAN
$9.2M · 26 participants
NOONAN LANCE BOYER & BANACH, LLP
NOONAN LANCE BOYER & BANACH 401(K) PROFIT SHARING PLAN
$9.2M · 10 participants
HSML P.C.
HSML P.C. 401(K) SAVINGS PLAN
$9.2M · 36 participants
O'CONNOR, PARSONS, LANE & NOBLE, LLC
O'CONNOR, PARSONS, LANE & NOBLE, LLC 401(K) PLAN
$9.2M · 14 participants
MAY, ADAM, GERDES & THOMPSON LLP
MAY, ADAM, GERDES & THOMPSON LLP 401(K) PROFIT SHARING PLAN
$9.2M · 17 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B
