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Sponsor portfolio

LUNDY, INC.

EIN 04-3279438-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$8.6M assets
Welfare
0
Participants
51
5 PINECREST RD - HINGHAM, MA 02043781-741-5710
Plans on this EIN
2 filings
#001401k-$7.5M - 29 part#003CashBalance-$1.1M - 22 part

Retirement portfolio analytics

2 plans aggregated / $8.6M assets / 51 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • PROFIT SHARING PLAN (#001)87%
  • CASH BALANCE PLAN (#003)13%
Total $8.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)29
  • CASH BALANCE PLAN (#003)22
Total 51Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LUNDY, INC. PROFIT SHARING PLAN

401k

Assets$7.5M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

LUNDY, INC. CASH BALANCE PLAN

CashBalance

Assets$1.1M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LUNDY, INC. PROFIT SHARING PLAN401k$7.5M292025
003LUNDY, INC. CASH BALANCE PLANCashBalance$1.1M222025
Retirement plans
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