Assets by plan
Share of aggregate retirement assets
Filings through .
Lantana Consulting Group
EIN 20-2897420information technology and servicesLatest filing 2025
Plans
2
Retirement
2
$39.4M assets
Health & Benefits
0
Participants
287
3611 ROUTE 5, PO BOX 117 - EAST THETFORD, VT 05043412-401-3915lantanagroup.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $39.4M assets / 287 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
LANTANA CONSULTING GROUP EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$25.6M
Participants146
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
LANTANA CONSULTING GROUP 401(K) PLAN
401(k)
Assets$13.8M
Participants141
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | LANTANA CONSULTING GROUP EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $25.6M | 146 | 2025 |
| #002 | LANTANA CONSULTING GROUP 401(K) PLAN | 401(k) | $13.8M | 141 | 2025 |
- #001 · ESOP · 2025146
- #002 · 401(k) · 2025141
Retirement plans