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Sponsor portfolio

LM ACQUISITION, INC.

EIN 20-2858228-Retail Trade-Latest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
255
7318 INTERNATIONAL DR. STE A - HOLLAND, OH 43528419-865-4610
Plans on this EIN
2 filings
#001401k-$2.3M - 118 part#002ESOP-$740K - 137 part

Retirement portfolio analytics

2 plans aggregated / $3.0M assets / 255 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • SHARING 401K PLAN (#001)75%
  • EMPLOYEE STOCK OWNERSHIP (#002)25%
Total $3.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)137
  • SHARING 401K PLAN (#001)118
Total 255Click 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

LM ACQUISITION INC. PROFIT SHARING 401K PLAN

401k

Assets$2.3M
Participants118
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NEIGHBORHOOD FRESH EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$740K
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LM ACQUISITION INC. PROFIT SHARING 401K PLAN401k$2.3M1182025
002NEIGHBORHOOD FRESH EMPLOYEE STOCK OWNERSHIP PLANESOP$740K1372025
Retirement plans
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