How big is The Levine Legacy Group LLC's plan?

The Levine Legacy Group LLC's plan reported $315K in assets and 3 participants for 2024.

Original filing (PDF)20250530090854NAL0008561057001

The Levine Legacy Group LLC

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

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · The Levine Legacy Group LLC held $315K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$315K

Net assets (EOY)

$315K

People on this filing

Tracy LESH signed The Levine Legacy Group LLC's 2024 Form 5500 as plan administrator.

Tracy LESH — 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

The Levine Legacy Group LLC's EIN is 83-0789972.

EIN 83-0789972

Plan number 001

Plan year 2024

ACK ID 20250530090854NAL0008561057001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Levine Legacy 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 THE LEVINE LEGACY 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.

Plan sponsor

Name

THE LEVINE LEGACY GROUP LLC

EIN

all filings

Address

13670 WEST HILLSBOROUGH AVE · TAMPA, FL · 33635

Phone

(727) 268-0595

Industry

Finance & Insurance

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

2025-05-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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