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Sponsor portfolio

LOBSTER PLACE

EIN 13-2937941-primary/secondary education-Latest filing 2025
Plans
4
Retirement
4
$7.1M assets
Welfare
0
Participants
364
405 BARRETTO ST - BRONX, NY 10474201-707-4847lobsterpierchester.comLinkedIn1-10 employeesprimary/secondary education
Plans on this EIN
4 filings
#001401k-$6.0M - 209 part#002TraditionalDB-$926K - 55 part#003ProfitSharing-$219K - 78 part#004ProfitSharing-$28K - 22 part

Retirement portfolio analytics

4 plans aggregated / $7.1M assets / 364 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • LOBSTER PLACE 401(K) (#001)84%
  • DEFINED BENEFIT PLAN (#002)13%
  • SHARING PLAN I (#003)3%
  • SHARING PLAN II (#004)0%
Total $7.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LOBSTER PLACE 401(K) (#001)209
  • SHARING PLAN I (#003)78
  • DEFINED BENEFIT PLAN (#002)55
  • SHARING PLAN II (#004)22
Total 364Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LOBSTER PLACE 401(K) PLAN

401k

Assets$6.0M
Participants209
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

LOBSTER PLACE DEFINED BENEFIT PLAN

TraditionalDB

Assets$926K
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

LOBSTER PLACE PROFIT SHARING PLAN I

ProfitSharing

Assets$219K
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

LOBSTER PLACE PROFIT SHARING PLAN II

ProfitSharing

Assets$28K
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
001LOBSTER PLACE 401(K) PLAN401k$6.0M2092025
002LOBSTER PLACE DEFINED BENEFIT PLANTraditionalDB$926K552024
003LOBSTER PLACE PROFIT SHARING PLAN IProfitSharing$219K782025
004LOBSTER PLACE PROFIT SHARING PLAN IIProfitSharing$28K222025
Retirement plans
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