Assets by plan
Share of aggregate retirement assets
69%top
Sponsor portfolio
LEVY, SMALL & LALLAS
EIN 95-3735184law practiceLatest filing 2025
Plans
2
Retirement
2
$10.5M assets
Welfare
0
Participants
36
815 MORAGA DRIVE - LOS ANGELES, CA 900491633310-471-3000lsl-la.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.5M assets / 36 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#005
LEVY, SMALL & LALLAS 401(K) PLAN
401k
Assets$7.2M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
LEVY, SMALL & LALLAS PROFIT SHARING PLAN
ProfitSharing
Assets$3.3M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | LEVY, SMALL & LALLAS 401(K) PLAN | 401k | $7.2M | 18 | 2025 | |
| 004 | LEVY, SMALL & LALLAS PROFIT SHARING PLAN | ProfitSharing | $3.3M | 18 | 2025 |
Retirement plans