How big is Levoir Wealth Management's plan?

Levoir Wealth Management's plan reported $239K in assets and 1 participants for 2025.

Original filing (PDF)20260511080155NAL0004703395001

Levoir Wealth Management

Name: Levoir Wealth Management — Levoir Wealth Management, Form 5500 (2025)
Creator: Levoir Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Levoir Wealth Management 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Levoir Wealth Management's Levoir Wealth Management 401(k) Profit Sharing Plan & Trust held $239K in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$239K

Net assets (EOY)

$239K

Plan identifiers

Levoir Wealth Management's EIN is 87-1499783.

EIN 87-1499783

Plan number 001

Plan year 2025

ACK ID 20260511080155NAL0004703395001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Levoir Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Levoir Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEVOIR WEALTH MANAGEMENT.

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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