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Sponsor portfolio

LEVITT LLP

EIN 11-2745972-law practice-Latest filing 2024
Plans
3
Retirement
3
$5.8M assets
Welfare
0
Participants
26
129 FRONT STREET - MINEOLA, NY 11501516-248-9700levittlawllp.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
3 filings
#001401k-$3.5M - 10 part#003CashBalance-$1.4M - 9 part#002401k-$922K - 7 part

Retirement portfolio analytics

3 plans aggregated / $5.8M assets / 26 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • LEVITT LLP 401(K) (#001)61%
  • CASH BALANCE PLAN (#003)23%
  • FOR ASSOCIATE ATTORNEYS (#002)16%
Total $5.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LEVITT LLP 401(K) (#001)10
  • CASH BALANCE PLAN (#003)9
  • FOR ASSOCIATE ATTORNEYS (#002)7
Total 26Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LEVITT LLP 401(K) PLAN

401k

Assets$3.5M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

LEVITT LLP CASH BALANCE PLAN

CashBalance

Assets$1.4M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LEVITT LLP 401(K) PLAN FOR ASSOCIATE ATTORNEYS

401k

Assets$922K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001LEVITT LLP 401(K) PLAN401k$3.5M102024
003LEVITT LLP CASH BALANCE PLANCashBalance$1.4M92024
002LEVITT LLP 401(K) PLAN FOR ASSOCIATE ATTORNEYS401k$922K72024
Retirement plans
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