Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LANE POWELL PC
EIN 20-2071651law practiceLatest filing 2024
Plans
3
Retirement
2
$265.9M assets
Welfare
1
$386K premiums
Participants
1,050
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $265.9M assets / 679 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
97%top
- T ROWE PRICE RPS INC97%
- (Not disclosed)3%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $386K premiums / 371 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$329K
- Long-term disability$178K
- Other$178K
- Vision$36K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- STANDARD INSURANCE COMPANY100%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
90%top
- PROFESSIONAL BENEFIT CONSULTANTS90%
- USI INSURANCE SERVICES LLC10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
LANE POWELL PC 401(K) PROFIT SHARING PLAN
401k
Assets$258.3M
Participants574
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#221
LANE POWELL PC CASH BALANCE PLAN
CashBalance
Assets$7.6M
Participants105
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
LANE POWELL PC EMPLOYEE BENEFIT PLAN
Mixed - STANDARD INSURANCE COMPANY
Premiums$386K
Covered lives371
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | LANE POWELL PC 401(K) PROFIT SHARING PLAN | 401k | $258.3M | 574 | 2024 | |
| 221 | LANE POWELL PC CASH BALANCE PLAN | CashBalance | $7.6M | 105 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | LANE POWELL PC EMPLOYEE BENEFIT PLAN | Mixed | STANDARD INSURANCE COMPANY | $386K | 371 | 2024 |
Retirement plans
Welfare plans