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Sponsor portfolio

HELBRAUN & LEVEY LLP

EIN 13-3310114-design-Latest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
49
40 FULTON STREET, 28TH FLOOR - NEW YORK, NY 10038212-219-1993altny.comLinkedIn1-10 employeesdesign
Plans on this EIN
2 filings
#001401k-$2.5M - 43 part#002401k-$610K - 6 part

Retirement portfolio analytics

2 plans aggregated / $3.1M assets / 49 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • LEVEY, LLP 401(K) (#001)80%
  • PROFIT SHARING PLAN (#002)20%
Total $3.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LEVEY, LLP 401(K) (#001)43
  • PROFIT SHARING PLAN (#002)6
Total 49Click 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

HELBRAUN & LEVEY, LLP 401(K) PLAN

401k

Assets$2.5M
Participants43
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

ALTERNATIVES 2D/3D, INC. PROFIT SHARING PLAN

401k

Assets$610K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HELBRAUN & LEVEY, LLP 401(K) PLAN401k$2.5M432025
002ALTERNATIVES 2D/3D, INC. PROFIT SHARING PLAN401k$610K62025
Retirement plans
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