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Sponsor portfolio

LEVIN SIMES LLP

EIN 45-4169197-law practice-Latest filing 2024
Plans
2
Retirement
2
$10.6M assets
Welfare
0
Participants
86
1700 MONTGOMERY STREET, SUITE 250 - SAN FRANCISCO, CA 94111415-426-3000levinsimes.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$5.4M - 57 part#002CashBalance-$5.2M - 29 part

Retirement portfolio analytics

2 plans aggregated / $10.6M assets / 86 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • SIMES LLP 401(K) (#001)51%
  • CASH BALANCE PLAN (#002)49%
Total $10.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SIMES LLP 401(K) (#001)57
  • CASH BALANCE PLAN (#002)29
Total 86Click 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#001

LEVIN SIMES LLP 401(K) PLAN

401k

Assets$5.4M
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LEVIN SIMES LLP CASH BALANCE PLAN

CashBalance

Assets$5.2M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LEVIN SIMES LLP 401(K) PLAN401k$5.4M572024
002LEVIN SIMES LLP CASH BALANCE PLANCashBalance$5.2M292024
Retirement plans
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