Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LAWRENCE A. LEVINSON, P.C.
EIN 06-1616627Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
19
66 ANDERSON STREET - NEW HAVEN, CT 06511203-562-8887
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 19 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LAW OFFICE OF LAWRENCE A. LEVINSON PC CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
LAWRENCE A. LEVINSON, P.C. 401(K) PLAN
401k
Assets$779K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LAW OFFICE OF LAWRENCE A. LEVINSON PC CASH BALANCE PLAN | CashBalance | $1.2M | 9 | 2025 | |
| 001 | LAWRENCE A. LEVINSON, P.C. 401(K) PLAN | 401k | $779K | 10 | 2025 |
Retirement plans