The Levy Group, Inc. 401(k) Plan
Sponsored by The Levy Group, Inc. · EIN 133855230 · Plan #002
- Total assets
- $12.5M
- Net assets
- $12.5M
- Active participants
- 164
- With balances
- 97
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American Fiduciary Corporation | Other services | $0 |