Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BRIAN J. LEVY & ASSOCIATES PC
EIN 83-0957085legal servicesLatest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
53
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 53 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
BRIAN J. LEVY & ASSOCIATES, P.C. INCENTIVE SAVINGS PLAN
ProfitSharing
Assets$2.3M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BRIAN J. LEVY & ASSOCIATES, PC CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants25
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 | BRIAN J. LEVY & ASSOCIATES, P.C. INCENTIVE SAVINGS PLAN | ProfitSharing | $2.3M | 28 | 2025 | |
| 003 | BRIAN J. LEVY & ASSOCIATES, PC CASH BALANCE PLAN | CashBalance | $1.1M | 25 | 2025 |
Retirement plans