Assets by plan
Share of aggregate retirement assets
55%top
Sponsor portfolio
LPF ADVISORS LLC
EIN 20-3723309financial servicesLatest filing 2024
Plans
2
Retirement
2
$7.0M assets
Welfare
0
Participants
23
7344 PALOMINO TRAIL - SARASOTA, FL 34241941-907-0101lpfadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.0M assets / 23 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
LPF ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$3.8M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
LPF ADVISORS LLC CASH BALANCE PLAN
CashBalance
Assets$3.1M
Participants9
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 | LPF ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $3.8M | 14 | 2024 | |
| 002 | LPF ADVISORS LLC CASH BALANCE PLAN | CashBalance | $3.1M | 9 | 2024 |
Retirement plans