How big is LEVY, Small & Lallas' plan?

LEVY, Small & Lallas' plan reported $16.7M in assets and 16 participants for 2024.

Original filing (PDF)20250804175457NAL0001500915001

LEVY, Small & Lallas

Name: LEVY, Small & Lallas — LEVY, Small & Lallas Profit, Form 5500 (2024)
Creator: LEVY, Small & Lallas
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LEVY, Small & Lallas Profit Sharing Plan

Defined-contribution retirement plan · LEVY, Small & Lallas' LEVY, Small & Lallas Profit Sharing Plan held $16.7M in plan assets for 16 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.7M

Net assets (EOY)

$16.7M

Plan identifiers

LEVY, Small & Lallas' EIN is 95-3735184.

EIN 95-3735184

Plan number 004

Plan year 2024

ACK ID 20250804175457NAL0001500915001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LEVY, Small & Lallas from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LEVY, Small & Lallas' plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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

Knocking points off