Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CARNESS AND LEVY, P.C.
EIN 13-3146936medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
10
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 10 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
CARNESS & LEVY PROFIT SHARING PLAN
ProfitSharing
Assets$2.2M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CARNESS AND LEVY, P.C. DEFINED BENEFIT PLAN
TraditionalDB
Assets$354K
Participants2
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 | CARNESS & LEVY PROFIT SHARING PLAN | ProfitSharing | $2.2M | 8 | 2025 | |
| 002 | CARNESS AND LEVY, P.C. DEFINED BENEFIT PLAN | TraditionalDB | $354K | 2 | 2024 |
Retirement plans