Assets by plan
Share of aggregate retirement assets
- SAVINGS PLAN 2 (#004)$20.1M
- SAVINGS PLAN 1 (#003)$13.2M
Filings through .
Cooper Levenson, P.A.
EIN 22-1971679financial servicesLatest filing 2025
Plans
3
Retirement
2
$33.3M assets
Health & Benefits
1
$1.5M premiums
Participants
262
1125 ATLANTIC AVENUE SUITE 320 - ATLANTIC CITY, NJ 08401609-344-3161LinkedIn1-10 employeesfinancial services
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $33.3M assets / 145 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.5M premiums / 111 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Vision$1.3M
- Short-term disability$84K
- Long-term disability$22K
- Life$10K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#004
COOPER LEVENSON, P.A. 401(K) SAVINGS PLAN 2
401(k)
Assets$20.1M
Participants78
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
COOPER LEVENSON, P.A. 401(K) SAVINGS PLAN 1
401(k)
Assets$13.2M
Participants67
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
COOPER LEVENSON PA FLEXIBLE BENEFITS PLAN
Fully insured - AMERIHEALTH INSURANCE COMPANY
Premiums$1.5M
Covered lives111
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | COOPER LEVENSON, P.A. 401(K) SAVINGS PLAN 2 | 401(k) | $20.1M | 78 | 2025 |
| #003 | COOPER LEVENSON, P.A. 401(K) SAVINGS PLAN 1 | 401(k) | $13.2M | 67 | 2025 |
- #004 · 401(k) · 202578
- #003 · 401(k) · 202567
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | COOPER LEVENSON PA FLEXIBLE BENEFITS PLAN | Fully insured | AMERIHEALTH INSURANCE COMPANY | $1.5M | 111 | 2025 |
- #502 · Fully insured · AMERIHEALTH INSURANCE COMPANY · 2025111
Retirement plans
Health & Benefits plans