How big is Levey Consulting LLC's plan?

Levey Consulting LLC's plan reported $1K in assets and 8 participants for 2024.

Original filing (PDF)20250610183443NAL0025170608001

Levey Consulting LLC

Name: Levey Consulting LLC — Levey Consulting LLC 401(k), Form 5500 (2024)
Creator: Levey Consulting LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Levey Consulting LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Levey Consulting LLC's Levey Consulting LLC 401(k) Profit Sharing Plan & Trust held $1K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1K

Net assets (EOY)

$1K

People on this filing

James Levey signed Levey Consulting LLC's 2024 Form 5500 as plan administrator.

James Levey — 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

Levey Consulting LLC's EIN is 65-1263928.

EIN 65-1263928

Plan number 001

Plan year 2024

ACK ID 20250610183443NAL0025170608001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Levey Consulting LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Levey Consulting LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off