How big is LEVY Retail Group LLC's plan?

LEVY Retail Group LLC's plan reported $246K in assets and 4 participants for 2024.

Original filing (PDF)20250529092116NAL0013880720001

LEVY Retail Group LLC

Name: LEVY Retail Group LLC — Form 5500 (2024)
Creator: LEVY Retail Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · LEVY Retail Group LLC held $246K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$246K

Net assets (EOY)

$246K

People on this filing

Amber McCabe signed LEVY Retail Group LLC's 2024 Form 5500 as plan administrator.

Amber McCabe — 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

LEVY Retail Group LLC's EIN is 82-2994361.

EIN 82-2994361

Plan number 001

Plan year 2024

ACK ID 20250529092116NAL0013880720001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

LEVY Retail Group 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 LEVY RETAIL GROUP 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

LEVY RETAIL GROUP LLC

EIN

all filings

Address

5001 SPRING VALLEY RD · STE 100W · DALLAS, TX · 75244

Phone

(972) 755-5224

Industry

Real Estate

Plan administrator