Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LEVY WEALTH MANAGEMENT GROUP, LLC
EIN 45-5378898Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$7.9M assets
Welfare
0
Participants
16
1818 MARKET STREET, SUITE 3232 - PHILADELPHIA, PA 19103215-875-8710levywealth.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.9M assets / 16 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
LEVY WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$6.0M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LEVY WEALTH MANAGEMENT GROUP PENSION PLAN
CashBalance
Assets$1.9M
Participants8
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 | LEVY WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN | 401k | $6.0M | 8 | 2024 | |
| 002 | LEVY WEALTH MANAGEMENT GROUP PENSION PLAN | CashBalance | $1.9M | 8 | 2024 |
Retirement plans