Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LANCOR PARTNERS
EIN 01-0945957Latest filing 2025
Plans
3
Retirement
2
$3.0M assets
Welfare
1
Participants
48
23 N FRANKLIN ST, SUITE 400 - CHAGRIN FALLS, OH 44022440-337-4147
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 32 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LANCOR PARTNERS, LLP 401(K)PLAN
401k
Assets$2.3M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LANCOR PARTNERS, LP CASH BALANCE PLAN
CashBalance
Assets$651K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LANCOR PARTNERS SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LANCOR PARTNERS, LLP 401(K)PLAN | 401k | $2.3M | 12 | 2024 | |
| 002 | LANCOR PARTNERS, LP CASH BALANCE PLAN | CashBalance | $651K | 20 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LANCOR PARTNERS SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans