PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. HORVITZ & LEVY LLP
Sponsor portfolio

HORVITZ & LEVY LLP

EIN 95-3893974-law practice-Latest filing 2025
Plans
2
Retirement
2
$62.1M assets
Welfare
0
Participants
89
3601 WEST OLIVE AVENUE, 8TH FLOOR - BURBANK, CA 91505818-995-0800horvitzlevy.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#005401k-$56.5M - 66 part#006401k-$5.6M - 23 part

Retirement portfolio analytics

2 plans aggregated / $62.1M assets / 89 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • PARTNERS & STAFF (#005)91%
  • PLAN FOR ASSOCIATES (#006)9%
Total $62.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PARTNERS & STAFF (#005)66
  • PLAN FOR ASSOCIATES (#006)23
Total 89Click 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#005

HORVITZ & LEVY 401(K) & PROFIT SHARING PLAN FOR PARTNERS & STAFF

401k

Assets$56.5M
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

HORVITZ & LEVY 401(K) PLAN FOR ASSOCIATES

401k

Assets$5.6M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005HORVITZ & LEVY 401(K) & PROFIT SHARING PLAN FOR PARTNERS & STAFF401k$56.5M662025
006HORVITZ & LEVY 401(K) PLAN FOR ASSOCIATES401k$5.6M232025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica