P 401(k) Plan Report

Stable plan record

LEVY FINANCIAL GROUP RETIREMENT PLAN

Sponsored by LEVY FINANCIAL GROUP · EIN/PN 270409763-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$756
Administrative cost per participant
2025
$3,387
Active participants
2025
3
Total plan assets
2025
$2,810,933
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260608140458NAL00048515680013$756
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.