How big is LEVY Realty Advisors, LLC's plan?

LEVY Realty Advisors, LLC's plan reported $3.8M in assets and 18 participants for 2024.

Original filing (PDF)20250528153540NAL0013096800001

LEVY Realty Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

LEVY Realty Advisors, LLC Profit Sharing Plan

Defined-contribution retirement plan · LEVY Realty Advisors, LLC's LEVY Realty Advisors, LLC Profit Sharing Plan held $3.8M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan identifiers

LEVY Realty Advisors, LLC's EIN is 84-3018984.

EIN 84-3018984

Plan number 001

Plan year 2024

ACK ID 20250528153540NAL0013096800001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

LEVY Realty Advisors, LLC's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEVY REALTY ADVISORS, 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