Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LEVISON ENTERPRISES, LLC DBA EPI GLOBAL
EIN 26-3115841computer hardwareLatest filing 2024
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
71
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 71 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
EPI GLOBAL 401(K) PLAN
401k
Assets$2.5M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EPI GLOBAL CASH BALANCE PENSION PLAN
CashBalance
Assets$1.1M
Participants34
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 | EPI GLOBAL 401(K) PLAN | 401k | $2.5M | 37 | 2024 | |
| 002 | EPI GLOBAL CASH BALANCE PENSION PLAN | CashBalance | $1.1M | 34 | 2024 |
Retirement plans
Welfare plans