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Sponsor portfolio

LEVY & BORUKH, PLLC

EIN 84-4107576-law practice-Latest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
12
105-52 CROSS BAY BOULEVARD - OZONE PARK, NY 11417718-433-9465levyborukhlaw.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#001CashBalance-$589K - 6 part#002401k-$563K - 6 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • CASH BALANCE PLAN (#001)51%
  • PROFIT SHARING 401(K) (#002)49%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#001)6
  • PROFIT SHARING 401(K) (#002)6
Total 12Click row to drill in

Plan deep-dives

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

LEVY & BORUKH, PLLC CASH BALANCE PLAN

CashBalance

Assets$589K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LEVY & BORUKH, PLLC PROFIT SHARING 401(K) PLAN

401k

Assets$563K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LEVY & BORUKH, PLLC CASH BALANCE PLANCashBalance$589K62025
002LEVY & BORUKH, PLLC PROFIT SHARING 401(K) PLAN401k$563K62025
Retirement plans
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