Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LENDING SCIENCE DM, INC.
EIN 20-5094871financial servicesLatest filing 2025
Plans
3
Retirement
3
$19.0M assets
Welfare
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 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#004
LENDING SCIENCE DM, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$11.7M
Participants47
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
LENDING SCIENCE DM 401(K) PLAN
401k
Assets$5.9M
Participants52
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
LENDING SCIENCE DM CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| 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 | 401k | $5.9M | 52 | 2025 | |
| 003 | LENDING SCIENCE DM CASH BALANCE PLAN | CashBalance | $1.5M | 27 | 2024 |
Retirement plans