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  2. LISA'S LIQUOR BARN
Sponsor portfolio

LISA'S LIQUOR BARN

EIN 16-1321684-Retail Trade-Latest filing 2024
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
42
2157 PENFIELD ROAD - PENFIELD, NY 14526585-350-9010
Plans on this EIN
2 filings
#001401k-$3.1M - 23 part#002CashBalance-$1.6M - 19 part

Retirement portfolio analytics

2 plans aggregated / $4.7M assets / 42 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • LIQUOR BARN 401(K) (#001)66%
  • CASH BALANCE PENSION (#002)34%
Total $4.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LIQUOR BARN 401(K) (#001)23
  • CASH BALANCE PENSION (#002)19
Total 42Click 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

LISA'S LIQUOR BARN 401(K) PLAN

401k

Assets$3.1M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LISA'S LIQUOR BARN CASH BALANCE PENSION PLAN

CashBalance

Assets$1.6M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LISA'S LIQUOR BARN 401(K) PLAN401k$3.1M232024
002LISA'S LIQUOR BARN CASH BALANCE PENSION PLANCashBalance$1.6M192024
Retirement plans
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