Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $30.7M assets / 60 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.
Profit-sharing
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | LEVENE, NEALE, BENDER, YOO & GOLUBCHIK PROFIT SHARING PLAN | Profit-sharing | $27.3M | 42 | 2025 |
| #002 | LEVENE, NEALE, BENDER, YOO & GOLUBCHIK L.L.P. 401K PLAN | 401(k) | $3.5M | 18 | 2025 |