PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. LEVINE, FURMAN & RUBIN, LLC
Sponsor portfolio

LEVINE, FURMAN & RUBIN, LLC

EIN 22-2501918-law practice-Latest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
19
1116 CAMPUS DRIVE - MORGANVILLE, NJ 07751732-238-6000levinefurman.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$889K - 10 part#002CashBalance-$582K - 9 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 19 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • PROFIT SHARING PLAN (#001)60%
  • CASH BALANCE PLAN (#002)40%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)10
  • CASH BALANCE PLAN (#002)9
Total 19Click 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

LEVINE, FURMAN & RUBIN, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$889K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LEVINE, FURMAN & RUBIN, LLC CASH BALANCE PLAN

CashBalance

Assets$582K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LEVINE, FURMAN & RUBIN, LLC 401(K) PROFIT SHARING PLAN401k$889K102025
002LEVINE, FURMAN & RUBIN, LLC CASH BALANCE PLANCashBalance$582K92025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica