How big is The Levenberg Group, LLC's plan?

The Levenberg Group, LLC's plan reported $723K in assets and 2 participants for 2024.

Original filing (PDF)20251218134008NAL0005416017001

The Levenberg Group, LLC

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

Form 5500-SF

FILING_RECEIVED

The Levenberg Group, LLC 401(k) Plan

401(k) retirement plan · The Levenberg Group, LLC's The Levenberg Group, LLC 401(k) Plan held $723K in plan assets for 2 participants in 2024.

Signals · 2

Late filing · 1.1 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$723K

Net assets (EOY)

$723K

People on this filing

Thomas Levenberg signed The Levenberg Group, LLC's 2024 Form 5500 as plan administrator.

Thomas Levenberg — 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 Levenberg Group, LLC's EIN is 85-2582895.

EIN 85-2582895

Plan number 001

Plan year 2024

ACK ID 20251218134008NAL0005416017001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Levenberg Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off