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  1. Companies/
  2. DK Levy, PLLC

Filings through Oct 24, 2026.

Sponsor portfolio

DK Levy, PLLC

EIN 47-1030939-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
10
3523 MALONEY RD. - KNOXVILLE, TN 37920865-474-9264
Plans on this EIN
2 filings
#001401(k)-$655K - 5 part#002Cash balance-$640K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • LEVY, PLLC 401(K) (#001)51%
  • CASH BALANCE PLAN (#002)49%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LEVY, PLLC 401(K) (#001)5
  • CASH BALANCE PLAN (#002)5
Total 10Click 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

DK LEVY, PLLC 401(K) PLAN

401(k)

Assets$655K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DK LEVY, PLLC CASH BALANCE PLAN

Cash balance

Assets$640K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DK LEVY, PLLC 401(K) PLAN401(k)$655K52025
002DK LEVY, PLLC CASH BALANCE PLANCash balance$640K52025
Retirement plans
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