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  1. Companies/
  2. Lebenthal Financial Services, Inc.

Filings through Oct 24, 2026.

Lebenthal Financial Services, Inc.

EIN 20-3156765-financial services-Latest filing 2025
Plans
1
Retirement
1
$3.3M assets
Health & Benefits
0
Participants
11
500 NORTH BROADWAY - SUITE 238 - JERICHO, NY 11753516-349-5555lebenthalfinancial.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$3.3M - 11 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

LEBENTHAL FINANCIAL SERVICES, INC. 401(K) PLAN

401(k)

Assets$3.3M
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001LEBENTHAL FINANCIAL SERVICES, INC. 401(K) PLAN401(k)$3.3M112025
  • LEBENTHAL FINANCIAL SERVICES, INC. 401(K) PLAN$3.3M
    #001 · 401(k) · 202511
Retirement plans
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