Assets by plan
Share of aggregate retirement assets
- PARTNERS & STAFF (#005)$56.5M
Filings through .
2 plans aggregated / $62.1M assets / 89 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #005 | HORVITZ & LEVY 401(K) & PROFIT SHARING PLAN FOR PARTNERS & STAFF | 401(k) | $56.5M | 66 | 2025 |
| #006 | HORVITZ & LEVY 401(K) PLAN FOR ASSOCIATES | 401(k) | $5.6M | 23 | 2025 |