Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LUTZ FINANCIAL SERVICES, LLC DBA Q1-/LUTZ FINANCIAL SERVICES
EIN 16-1651214Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$986K assets
Welfare
0
Participants
13
380 N OLD WOODWARD, STE 120 - BIRMINGHAM, MI 48009248-432-3212
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $986K assets / 13 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
LUTZ FINANCIAL SERVICES 401(K) PLAN
401k
Assets$986K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LUTZ FINANCIAL SERVICES CASH BALANCE PLAN
CashBalance
Assets$398
Participants0
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 | LUTZ FINANCIAL SERVICES 401(K) PLAN | 401k | $986K | 13 | 2024 | |
| 002 | LUTZ FINANCIAL SERVICES CASH BALANCE PLAN | CashBalance | $398 | 0 | 2024 |
Retirement plans