Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LOURIE & CUTLER, P.C.
EIN 04-2783902Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
3
$30.9M assets
Welfare
0
Participants
46
60 STATE STREET - BOSTON, MA 02109617-742-6720
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $30.9M assets / 46 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#004
LOURIE & CUTLER, P.C. TAX DEFERRED SAVINGS PLAN & TRUST
401k
Assets$14.8M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
LOURIE & CUTLER, P. C. RETIREMENT PLAN AND TRUST
ProfitSharing
Assets$13.8M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LOURIE & CUTLER, P.C. FROZEN PROFIT SHARING PLAN
ProfitSharing
Assets$2.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | LOURIE & CUTLER, P.C. TAX DEFERRED SAVINGS PLAN & TRUST | 401k | $14.8M | 24 | 2025 | |
| 005 | LOURIE & CUTLER, P. C. RETIREMENT PLAN AND TRUST | ProfitSharing | $13.8M | 20 | 2025 | |
| 001 | LOURIE & CUTLER, P.C. FROZEN PROFIT SHARING PLAN | ProfitSharing | $2.2M | 2 | 2025 |
Retirement plans