# Levy, Levy And Levy 401(k) Plan
Source: https://planprovider.pro/companies/levy-levy-and-levy-401k-plan

> Levy, Levy And Levy's 401(k) plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Levy, Levy And Levy

- **Sponsor EIN:** 941731257

- **Sponsor Address:** 1299 FOURTH STREET, #400, SAN RAFAEL, CA, 94901

- **Plan Type:** 401(k)

- **Total Participants:** 7

- **Total Assets:** $4.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|7|$4.8M|$24,392|$41,406|

| 2023|6|$4.4M|$35,061|$65,828|

| 2022|6|$3.7M|$34,649|$75,980|

## Similar Plans

- [B. Larsen Esq. INC Apc](https://planprovider.pro/companies/b-larsen-esq-inc-apc-401k-plan) — 7 participants

- [Attorney'S Briefcase, INC.](https://planprovider.pro/companies/attorney-s-briefcase-inc-plan) — 7 participants

- [Mullen, Plummer And Castiglioni, A Professional Corporation](https://planprovider.pro/companies/mullen-plummer-and-castiglioni-a-professional-corporation-plan) — 7 participants

- [Kos Ip Law LLP](https://planprovider.pro/companies/kos-ip-law-llp-plan) — 7 participants

- [Holman Teague Roche Anglin, LLP](https://planprovider.pro/companies/holman-teague-roche-anglin-llp-plan) — 7 participants

- [Cera LLP](https://planprovider.pro/companies/cera-llp-401k-plan) — 7 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/levy-levy-and-levy-401k-plan)

© 2026 PlanProvider.Pro