PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. THE LEVY COMPANY, INC.
Sponsor portfolioTH

THE LEVY COMPANY, INC.

EIN 74-2942371-construction-Latest filing 2025
Plans
3
Retirement
2
$11.2M assets
Welfare
1
$63K premiums
Participants
432
16294 IH-35 NORTH - SELMA, TX 781541212210-497-4500levycompany.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#001401k-$6.5M - 189 part#002ESOP-$4.8M - 243 part#501Mixed-$63K - 197 lives

Retirement portfolio analytics

2 plans aggregated / $11.2M assets / 432 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • LEVY COMPANY 401(K) (#001)58%
  • EMPLOYEE STOCK OWNERSHIP (#002)42%
Total $11.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
58%top
  • NEWPORT GROUP, INC.58%
  • (Not disclosed)42%
Total $11.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)243
  • LEVY COMPANY 401(K) (#001)189
Total 432Click row to drill in

Benefits portfolio analytics

1 plan / $63K premiums / 197 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$29K
  • Vision$29K
  • Other$19K
  • Life$17K
  • Long-term disability$8K
  • Short-term disability$7K
Total $63K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY51%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA46%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD3%
Total $63K3 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • ACRISURE LLC72%
  • SWBC LIFE INSURANCE AGENCY, INC.20%
  • JLP INTERESTS INC4%
  • MARSH & MCLENNAN AGENCY LLC4%
  • CHRISTINE SEELIG0%
  • +1 more
Total $14K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE LEVY COMPANY 401(K) PLAN

401k

Assets$6.5M
Participants189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE LEVY COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$4.8M
Participants243
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE LEVY COMPANY WRAP PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$63K
Covered lives197
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE LEVY COMPANY 401(K) PLAN401k$6.5M1892024
002THE LEVY COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$4.8M2432025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE LEVY COMPANY WRAP PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$63K1972025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica