Sponsor portfolio
GARY LEVINE & ASSOCIATES LTD. DBA LG PLANNING GROUP
EIN 11-3394589Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
1
Retirement
1
$566K assets
Welfare
0
Participants
9
445 BROADHOLLOW ROAD SUITE 119 - MELVILLE, NY 11747631-589-6960
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LG PLANNING GROUP 401(K) PROFIT SHARING PLAN | 401k | $566K | 9 | 2024 |
Retirement plans