Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear

18 results

Sort:Relevance Latest filing year Largest assets Most participants Highest provider compensation

Filters:State: PA City: LEVITTOWN Clear all

Companies

companyGriff And Associates Lp
1loaded plans
EIN: 23-2772251Location: PAPlans: 1Participants: 131Latest: 2023
View company financial profile →
companyVeltri, Inc.
$9.2Mreported plan assets
EIN: 25-1493003Location: PAPlans: 1Participants: 469Latest: 2023
View company financial profile →
companyRubinsky & Associates, Inc.
$1.5Kreported plan assets
EIN: 81-3586116Location: PAPlans: 1Participants: 1Latest: 2023
View company financial profile →
companyMike Coscia Ins And Fin Svs Inc
$377.9Kreported plan assets
EIN: 82-2279817Location: PAPlans: 1Participants: 1Latest: 2023
View company financial profile →
companyTwisted K'S, Inc.
$26.8Kreported plan assets
EIN: 84-2552634Location: PAPlans: 1Participants: 2Latest: 2023
View company financial profile →

Plans

planVeltri, Inc. 401(K) Savings PlanFinancial statementProvider compensation2023 filing
$9.2Mreported assets (EOY)
Sponsor: Veltri, Inc.EIN: 25-1493003Plan: 001Participants: 469Assets: $9,239,401Net assets: $9.2MAssets / participant: $19.7KLocation: Levittown, PALatest: 2023
View financial statement →
planMcif 401kFinancial statement2023 filing
$377.9Kreported assets (EOY)
Sponsor: Mike Coscia Ins And Fin Svs IncEIN: 82-2279817Plan: 001Participants: 1Assets: $377,869Net assets: $377.9KAssets / participant: $377.9KLocation: Levittown, PALatest: 2023
View financial statement →
planTwisted K'S, Inc. 401(K) Profit Sharing PlanFinancial statement2023 filing
$26.8Kreported assets (EOY)
Sponsor: Twisted K'S, Inc.EIN: 84-2552634Plan: 001Participants: 2Assets: $26,802Net assets: $26.8KAssets / participant: $13.4KLocation: Levittown, PALatest: 2023
View financial statement →
planRubinsky & Associates, Inc. Retirement PlanFinancial statement2023 filing
$1.5Kreported assets (EOY)
Sponsor: Rubinsky & Associates, Inc.EIN: 81-3586116Plan: 001Participants: 1Assets: $1,460Net assets: $1.5KAssets / participant: $1.5KLocation: Levittown, PALatest: 2023
View financial statement →
planGriff And Associates Welfare Benefit Plan2023 filing
Sponsor: Griff And Associates LpEIN: 23-2772251Plan: 501Participants: 131Assets: not reported in the loaded datasetLocation: Levittown, PALatest: 2023
View plan profile →

Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
View provider analytics →
providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
View provider analytics →
providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
View provider analytics →
providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
View provider analytics →
providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
View provider analytics →
providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
View provider analytics →
providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
View provider analytics →
providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
View provider analytics →