Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KAGAN LUBIC LEPPER FINKELSTEIN & GOLD, LLP
EIN 13-2708697Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$7.7M assets
Welfare
0
Participants
58
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.7M assets / 58 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
KAGAN LUBIC LEPPER FINKELSTEIN & GOLD, LLP 401(K) PROFIT SHARING PLAN
401k
Assets$4.0M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
KAGAN LUBIC LEPPER FINKELSTEIN & GOLD, LLP 401(K) PROFIT SHARING PLAN
401k
Assets$3.8M
Participants34
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 | KAGAN LUBIC LEPPER FINKELSTEIN & GOLD, LLP 401(K) PROFIT SHARING PLAN | 401k | $4.0M | 24 | 2025 | |
| 004 | KAGAN LUBIC LEPPER FINKELSTEIN & GOLD, LLP 401(K) PROFIT SHARING PLAN | 401k | $3.8M | 34 | 2024 |
Retirement plans