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  2. MB, Levis & Associates, LLC

Filings through Oct 24, 2026.

MB, Levis & Associates, LLC

EIN 45-5079551-investment management-Latest filing 2025
Plans
1
Retirement
1
$2.1M assets
Health & Benefits
0
Participants
4
4647 SAUCON CREEK RD, STE 101 - CENTER VALLEY, PA 18034610-419-9690LinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$2.1M - 4 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

MB, LEVIS & ASSOCIATES, LLC RETIREMENT TRUST

401(k)

Assets$2.1M
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MB, LEVIS & ASSOCIATES, LLC RETIREMENT TRUST401(k)$2.1M42025
  • MB, LEVIS & ASSOCIATES, LLC RETIREMENT TRUST$2.1M
    #001 · 401(k) · 20254
Retirement plans
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