Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LEVITT & NEEDLEMAN P.C.
EIN 13-2889650law practiceLatest filing 2025
Plans
2
Retirement
2
$5.8M assets
Welfare
0
Participants
43
145 WEST 57TH ST, 10TH FLOOR - NEW YORK, NY 10019212-757-8438levittandneedleman.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.8M assets / 43 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#001
LEVITT & NEEDLEMAN P.C. 401(K) PLAN
401k
Assets$4.2M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
LEVITT & NEEDLEMAN, P.C. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.6M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEVITT & NEEDLEMAN P.C. 401(K) PLAN | 401k | $4.2M | 32 | 2025 | |
| 003 | LEVITT & NEEDLEMAN, P.C. CASH BALANCE PENSION PLAN | CashBalance | $1.6M | 11 | 2024 |
Retirement plans