Assets by plan
Share of aggregate retirement assets
57%top
Sponsor portfolio
LAW OFFICE OF SCOTT LEVY
EIN 81-2994484legal servicesLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
10
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 10 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
LAW OFFICE OF SCOTT LEVY CASH BALANCE PLAN
CashBalance
Assets$779K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LAW OFFICE OF SCOTT LEVY 401(K) PLAN
401k
Assets$590K
Participants5
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 | LAW OFFICE OF SCOTT LEVY CASH BALANCE PLAN | CashBalance | $779K | 5 | 2025 | |
| 001 | LAW OFFICE OF SCOTT LEVY 401(K) PLAN | 401k | $590K | 5 | 2025 |
Retirement plans