How big is Levin Financial Partners, LLC's plan?

Levin Financial Partners, LLC's plan reported $1.4M in assets and 13 participants for 2024.

Original filing (PDF)20250715090937NAL0001870785001

Levin Financial Partners, LLC

Name: Levin Financial Partners, LLC — Levin Financial, Form 5500 (2024)
Creator: Levin Financial Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Levin Financial Partners 401(k) Plan

401(k) retirement plan · Levin Financial Partners, LLC's Levin Financial Partners 401(k) Plan held $1.4M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Levin Financial Partners, LLC's EIN is 81-3399675.

EIN 81-3399675

Plan number 001

Plan year 2024

ACK ID 20250715090937NAL0001870785001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Levin Financial Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Levin Financial Partners, 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 LEVIN FINANCIAL PARTNERS, 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