Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LCJ ASSOCIATES, INC.
EIN 11-2881523financial servicesLatest filing 2024
Plans
2
Retirement
2
$6.3M assets
Welfare
0
Participants
16
265 86TH STREET - BROOKLYN, NY 11209718-238-3197lcjassociates.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.3M assets / 16 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#002
LCJ ASSOCIATES, INC. CASH BALANCE PLAN
CashBalance
Assets$3.8M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LCJ ASSOCIATES, INC. 401(K) PLAN
401k
Assets$2.5M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LCJ ASSOCIATES, INC. CASH BALANCE PLAN | CashBalance | $3.8M | 8 | 2024 | |
| 001 | LCJ ASSOCIATES, INC. 401(K) PLAN | 401k | $2.5M | 8 | 2024 |
Retirement plans