Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
L.H. FINANCIAL SERVICES CORP.
EIN 13-3936541Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
21
510 MADISON AVE SUITE 1400 - NEW YORK, NY 10022212-586-8224
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 21 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
L.H. FINANCIAL SERVICES CORP. CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants11
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
L.H. FINANCIAL SERVICES CORP. 401(K) PLAN
401k
Assets$425K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | L.H. FINANCIAL SERVICES CORP. CASH BALANCE PLAN | CashBalance | $1.3M | 11 | 2024 | |
| 001 | L.H. FINANCIAL SERVICES CORP. 401(K) PLAN | 401k | $425K | 10 | 2024 |
Retirement plans