Levy Financial Group

EIN 27-0409763financial servicesLatest filing 2025

Plans

Retirement

$2.8M assets

Welfare

Participants

1275 BEN SAWYER BLVD. - MT. PLEASANT, SC 29464843-216-2194levyfinancialgroup.comLinkedIn1-10 employeesfinancial services

Plans on this EIN

1 filing

#001401(k)-$2.8M - 3 part

Plan deep-dives

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Retirement#001

LEVY FINANCIAL GROUP RETIREMENT PLAN

401(k)

Assets$2.8M

Participants3

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	LEVY FINANCIAL GROUP RETIREMENT PLAN	401(k)	$2.8M	3	2025

Retirement plans

Filings through Oct 24, 2026.

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