Assets by plan
Share of aggregate retirement assets
60%top
Sponsor portfolio
LEVINE AND WISS PLLC
EIN 27-0951877law practiceLatest filing 2025
Plans
2
Retirement
2
$9.5M assets
Welfare
0
Participants
59
1065 OLD COUNTRY ROAD, SUITE 203 - WESTBURY, NY 11590516-747-3222888gothurt.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.5M assets / 59 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
LEVINE AND WISS PLLC INCENTIVE SAVINGS PLAN & TRUST
401k
Assets$5.7M
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LEVINE AND WISS PLLC CASH BALANCE PLAN
CashBalance
Assets$3.9M
Participants13
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 | LEVINE AND WISS PLLC INCENTIVE SAVINGS PLAN & TRUST | 401k | $5.7M | 46 | 2025 | |
| 002 | LEVINE AND WISS PLLC CASH BALANCE PLAN | CashBalance | $3.9M | 13 | 2024 |
Retirement plans