How big is The LEVY Group, P.C.'s plan?

The LEVY Group, P.C.'s plan reported $4.1M in assets and 2 participants for 2025.

Original filing (PDF)20260210193644NAL0002624433001

The LEVY Group, P.C.

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

Form 5500-SF

FILING_RECEIVED

LEVY Group 401(k) Plan

401(k) retirement plan · The LEVY Group, P.C.'s LEVY Group 401(k) Plan held $4.1M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan identifiers

The LEVY Group, P.C.'s EIN is 76-0313404.

EIN 76-0313404

Plan number 001

Plan year 2025

ACK ID 20260210193644NAL0002624433001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

The LEVY Group, P.C.'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 THE LEVY GROUP, P.C..

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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