Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LEROY PACKAGE STORE, INC.
EIN 16-0982093wine and spiritsLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
12
64 LEROY STREET - BINGHAMTON, NY 13905607-724-2935leroypackage.comLinkedIn1-10 employeeswine and spirits
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 12 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
LEROY PACKAGE STORE, INC PROFIT SHARING PLAN
ProfitSharing
Assets$645K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
LEROY PACKAGE STORE, INC PENSION PLAN
MoneyPurchase
Assets$625K
Participants6
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 | LEROY PACKAGE STORE, INC PROFIT SHARING PLAN | ProfitSharing | $645K | 6 | 2024 | |
| 003 | LEROY PACKAGE STORE, INC PENSION PLAN | MoneyPurchase | $625K | 6 | 2024 |
Retirement plans