Assets by plan
Share of aggregate retirement assets
Filings through .
The Ludwig Group, Inc.
EIN 13-2808920accountingLatest filing 2025
Plans
2
Retirement
2
$43.9M assets
Health & Benefits
0
Participants
113
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $43.9M assets / 113 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#001
EMPLOYEE PENSION PLAN OF THE LUDWIG GROUP, INC.
Traditional DB
Assets$29.1M
Participants83
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
THE EMPLOYEE SAVINGS PLAN OF THE LUDWIG GROUP, INC.
401(k)
Assets$14.7M
Participants30
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 |
|---|---|---|---|---|---|
| #001 | EMPLOYEE PENSION PLAN OF THE LUDWIG GROUP, INC. | Traditional DB | $29.1M | 83 | 2025 |
| #002 | THE EMPLOYEE SAVINGS PLAN OF THE LUDWIG GROUP, INC. | 401(k) | $14.7M | 30 | 2025 |
- #001 · Traditional DB · 202583
- #002 · 401(k) · 202530
Retirement plans
Health & Benefits plans