Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LANTANA CONSULTING GROUP
EIN 20-2897420information technology and servicesLatest filing 2024
Plans
2
Retirement
2
$25.6M assets
Welfare
0
Participants
276
3611 ROUTE 5, PO BOX 117 - EAST THETFORD, VT 05043515-771-8391lantanagroup.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $25.6M assets / 276 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
LANTANA CONSULTING GROUP EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$16.1M
Participants135
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LANTANA CONSULTING GROUP 401(K) PLAN
401k
Assets$9.5M
Participants141
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 | LANTANA CONSULTING GROUP EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $16.1M | 135 | 2024 | |
| 002 | LANTANA CONSULTING GROUP 401(K) PLAN | 401k | $9.5M | 141 | 2024 |
Retirement plans