Assets by plan
Share of aggregate retirement assets
89%top
Sponsor portfolio
LEVY & MCCLELLAN, LLC
EIN 43-2102899food productionLatest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
11
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 11 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#002
LEVY & MCCLELLAN, LLC DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$3.1M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
LEVY & MCCLELLAN, LLC 401(K) PLAN & TRUST
401k
Assets$379K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LEVY & MCCLELLAN, LLC DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $3.1M | 4 | 2024 | |
| 001 | LEVY & MCCLELLAN, LLC 401(K) PLAN & TRUST | 401k | $379K | 7 | 2024 |
Retirement plans