Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
LEVERTY FINANCIAL GROUP
EIN 85-3028301financial servicesLatest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
15
201 2ND STREET S - HUDSON, WI 54016715-377-2088levertyfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 15 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#001
LEVERTY FINANCIAL GROUP 401(K) PLAN
401k
Assets$3.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LEVERTY FINANCIAL GROUP CASH BALANCE PENSION PLAN
CashBalance
Assets$563K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEVERTY FINANCIAL GROUP 401(K) PLAN | 401k | $3.3M | 7 | 2025 | |
| 002 | LEVERTY FINANCIAL GROUP CASH BALANCE PENSION PLAN | CashBalance | $563K | 8 | 2024 |
Retirement plans