Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LBV PROPERTIES LLC
EIN 11-2751330Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$20.0M assets
Welfare
0
Participants
13
111 SMITHTOWN BYP STE 214 - HAUPPAUGE, NY 117882574631-582-9800
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $20.0M assets / 13 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
LBV RETIREMENT PLAN
TraditionalDB
Assets$19.7M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LBV PROPERTIES 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$307K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LBV RETIREMENT PLAN | TraditionalDB | $19.7M | 7 | 2024 | |
| 002 | LBV PROPERTIES 401(K) PROFIT SHARING PLAN & TRUST | 401k | $307K | 6 | 2025 |
Retirement plans