How big is Levin Group Inc.'s plan?

Levin Group Inc.'s plan reported $225K in assets and 36 participants for 2024.

Original filing (PDF)20251010112056NAL0012959888001

Levin Group Inc.

Name: Levin Group Inc. — Levin Group Inc. 401(k) Plan, Form 5500 (2024)
Creator: Levin Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Levin Group Inc. 401(k) Plan

401(k) retirement plan · Levin Group Inc.'s Levin Group Inc. 401(k) Plan held $225K in plan assets for 36 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$225K

Net assets (EOY)

$225K

People on this filing

Richard Tatum signed Levin Group Inc.'s 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Levin Group Inc.'s EIN is 86-3801278.

EIN 86-3801278

Plan number 001

Plan year 2024

ACK ID 20251010112056NAL0012959888001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Levin Group Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 (90th percentile).

Plan sponsor

Name

LEVIN GROUP INC.

EIN

all filings

Address

3102 OAK LAWN AVE STE 250 · DALLAS, TX · 75219

Phone

(315) 961-2813

Industry

Admin Support & Waste Mgmt

Plan administrator