Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#004)$21.8M
Filings through .
Lachman Consultant Services, Inc.
EIN 11-2450929pharmaceuticalsLatest filing 2025
Plans
2
Retirement
2
$123.3M assets
Health & Benefits
0
Participants
164
1600 STEWART AVENUE, SUITE 604 - WESTBURY, NY 115906663516-222-6222lachmanconsultants.comLinkedIn51-200 employeespharmaceuticals
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $123.3M assets / 164 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
LACHMAN CONSULTANT SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$101.5M
Participants79
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
LACHMAN CONSULTANT SERVICES, INC. PROFIT SHARING/401(K) PLAN AND TRUST
401(k)
Assets$21.8M
Participants85
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | LACHMAN CONSULTANT SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $101.5M | 79 | 2025 |
| #004 | LACHMAN CONSULTANT SERVICES, INC. PROFIT SHARING/401(K) PLAN AND TRUST | 401(k) | $21.8M | 85 | 2025 |
- #003 · ESOP · 202579
- #004 · 401(k) · 202585
Retirement plans