Assets by plan
Share of aggregate retirement assets
Filings through .
Lending Science DM, Inc.
EIN 20-5094871financial servicesLatest filing 2025
Plans
3
Retirement
3
$19.0M assets
Health & Benefits
0
Participants
126
4555 MANSELL ROAD, SUITE 300 - ALPHARETTA, GA 30022404-384-3990lendingsciencedm.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $19.0M assets / 126 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#004
LENDING SCIENCE DM, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$11.7M
Participants47
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
LENDING SCIENCE DM 401(K) PLAN
401(k)
Assets$5.9M
Participants52
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
LENDING SCIENCE DM CASH BALANCE PLAN
Cash balance
Assets$1.5M
Participants27
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | LENDING SCIENCE DM, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $11.7M | 47 | 2025 |
| #002 | LENDING SCIENCE DM 401(K) PLAN | 401(k) | $5.9M | 52 | 2025 |
| #003 | LENDING SCIENCE DM CASH BALANCE PLAN | Cash balance | $1.5M | 27 | 2024 |
- #004 · ESOP · 202547
- #002 · 401(k) · 202552
- #003 · Cash balance · 202427
Retirement plans