· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LEVITES REALTY MANAGEMENT, LLC — LEVITES REALTY MANAGEMENT RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250523083958NAL0010080242001
LEVITES REALTY MANAGEMENT, LLC
Form 5500-SF
FILING_RECEIVED
LEVITES REALTY MANAGEMENT RETIREMENT PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
10
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LEVITES REALTY MANAGEMENT, LLC
.
Find decision makers
Plan sponsor
Name
LEVITES REALTY MANAGEMENT, LLC
EIN
68-0550265
Address
270 MADISON AVENUE, SUITE 1503 · NEW YORK, NY · 10016
Phone
(914) 968-5600
Industry
Real Estate
see 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
2025-05-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
MC RESIDENTIAL COMMUNITIES, LLC
RETIREMENT INCOME SECURITY PLAN-MC RESIDENTIAL COMMUNITIES, LLC
$3.6M · 236 participants
11 CAPITAL, LLC
11 CAPITAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST
$3.6M · 195 participants
AMERICAN HERITAGE PROPERTIES,
AMERICAN HERITAGE PROPERTIES, INC. 401K SAVINGS PLAN
$3.6M · 19 participants
TAILOR MADE PROPERTY SERVICES, INC.
TAILOR MADE PROPERTY SERVICES, INC. 401(K) PLAN
$3.7M · 54 participants
KBK ENTERPRISES, INC.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
KBK ENTERPRISES, INC. 401(K) PLAN
$3.6M · 3 participants
FRIEDKIN PROPERTY MANAGEMENT GROUP, INC.
FRIEDKIN PROPERTY MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN
$3.6M · 8 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
