Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
R. L. LIPTON DISTRIBUTING OF YOUNGSTOWN, LLC
EIN 20-1572780Wholesale TradeLatest filing 2024
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
68
425 VICTORIA ROAD, SUITE B - AUSTINTOWN, OH 44515330-629-2337
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.0M assets / 68 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#004
R.L. LIPTON DISTRIBUTING OF YOUNGSTOWN, LLC TEAMSTERS RETIREMENT PLAN
401k
Assets$4.1M
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
R.L. LIPTON DISTRIBUTING OF ASHTABULA TEAMSTERS RETIREMENT PLAN
401k
Assets$935K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | R.L. LIPTON DISTRIBUTING OF YOUNGSTOWN, LLC TEAMSTERS RETIREMENT PLAN | 401k | $4.1M | 57 | 2024 | |
| 003 | R.L. LIPTON DISTRIBUTING OF ASHTABULA TEAMSTERS RETIREMENT PLAN | 401k | $935K | 11 | 2024 |
Retirement plans
Welfare plans