How big is The Henry LEVY Group's plan?

The Henry LEVY Group's plan reported $1.5M in assets and 15 participants for 2024.

Original filing (PDF)20250623124723NAL0003728547001

The Henry LEVY Group

Name: The Henry LEVY Group — The Henry LEVY Group 401(k), Form 5500 (2024)
Creator: The Henry LEVY Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Henry LEVY Group 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · The Henry LEVY Group's The Henry LEVY Group 401(k) Profit Sharing Plan & Trust held $1.5M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Anthony BARR signed The Henry LEVY Group's 2024 Form 5500 as plan administrator.

Anthony BARR — 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 Henry LEVY Group's EIN is 94-3194056.

EIN 94-3194056

Plan number 001

Plan year 2024

ACK ID 20250623124723NAL0003728547001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Henry LEVY Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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 (98th percentile).

Plan sponsor

Name

THE HENRY LEVY GROUP

EIN

all filings

Address

1726 SOLANO AVENUE · BERKLEY, CA · 94707

Phone

(510) 652-1000

Industry

CPA Offices· Professional & Technical Services

Plan administrator