Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEVEN LEVY ENTERPRISES, INC
EIN 76-0311377Wholesale TradeLatest filing 2025
Plans
2
Retirement
2
$5.8M assets
Welfare
0
Participants
16
1412 PENNSYLVANIA ST. - SOUTH HOUSTON, TX 77587713-910-4337
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.8M 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#004
STEVEN LEVY ENTERPRISES, INC. 401(K) PLAN
401k
Assets$3.4M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
STEVEN LEVY ENTERPRISES, INC. DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$2.4M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | STEVEN LEVY ENTERPRISES, INC. 401(K) PLAN | 401k | $3.4M | 7 | 2025 | |
| 001 | STEVEN LEVY ENTERPRISES, INC. DEFINED BENEFIT PENSION PLAN | CashBalance | $2.4M | 9 | 2025 |
Retirement plans