Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LACHMAN CONSULTANT SERVICES, INC.
EIN 11-2450929pharmaceuticalsLatest filing 2024
Plans
2
Retirement
2
$136.1M assets
Welfare
0
Participants
171
1600 STEWART AVENUE, SUITE 604 - WESTBURY, NY 115906663516-222-6222lachmanconsultants.comLinkedIn51-200 employeespharmaceuticals
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $136.1M assets / 171 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#003
LACHMAN CONSULTANT SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$112.4M
Participants77
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
LACHMAN CONSULTANT SERVICES, INC. PROFIT SHARING/401(K) PLAN AND TRUST
401k
Assets$23.7M
Participants94
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | LACHMAN CONSULTANT SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $112.4M | 77 | 2024 | |
| 004 | LACHMAN CONSULTANT SERVICES, INC. PROFIT SHARING/401(K) PLAN AND TRUST | 401k | $23.7M | 94 | 2024 |
Retirement plans