401(k) retirement plan · Levittan, Goetz & Margulies, CPA's Levittan, Goetz & Margulies, CPA'S PC held $203K in plan assets for 8 participants in 2024.
Active participants
8
Accounts w/ balance
8
Plan assets (EOY)
$203K
Net assets (EOY)
$203K
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
70
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEVITTAN, GOETZ & MARGULIES, CPA.
