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Sponsor portfolio

LEVONA HEALTH LLC

EIN 33-4454327-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$13.1M assets
Welfare
0
Participants
53
1907 NEW ROAD - NORTHFIELD, NJ 08225908-309-4970
Plans on this EIN
2 filings
#002401k-$8.6M - 28 part#001TraditionalDB-$4.5M - 25 part

Retirement portfolio analytics

2 plans aggregated / $13.1M assets / 53 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • PROFIT SHARING PLAN (#002)66%
  • DEFINED BENEFIT PLAN (#001)34%
Total $13.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)28
  • DEFINED BENEFIT PLAN (#001)25
Total 53Click 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#002

LEVONA HEALTH LLC 401K PROFIT SHARING PLAN

401k

Assets$8.6M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

LEVONA HEALTH LLC DEFINED BENEFIT PLAN

TraditionalDB

Assets$4.5M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LEVONA HEALTH LLC 401K PROFIT SHARING PLAN401k$8.6M282025
001LEVONA HEALTH LLC DEFINED BENEFIT PLANTraditionalDB$4.5M252025
Retirement plans
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