Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROHE LEVY FINANCIAL AND INSURANCE SERVICES, INC
EIN 77-0606325insuranceLatest filing 2024
Plans
2
Retirement
2
$604K assets
Welfare
0
Participants
7
3131 CAMINO DEL RIO NORTH SUITE 415 - SAN DIEGO, CA 92108619-358-9827rohelevy.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $604K assets / 7 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#002
ROHE LEVY FINANCIAL AND INSURANCE SERVICES, INC CASH BALANCE PENSION PLAN
CashBalance
Assets$536K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ROHE LEVY FINANCIAL AND INSURANCE SERVICES, INC RETIREMENT PLAN
401k
Assets$68K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ROHE LEVY FINANCIAL AND INSURANCE SERVICES, INC CASH BALANCE PENSION PLAN | CashBalance | $536K | 3 | 2024 | |
| 001 | ROHE LEVY FINANCIAL AND INSURANCE SERVICES, INC RETIREMENT PLAN | 401k | $68K | 4 | 2024 |
Retirement plans