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  2. LAW OFFICE OF MATTHEW A. LATHROP, PC, LLO
Sponsor portfolio

LAW OFFICE OF MATTHEW A. LATHROP, PC, LLO

EIN 20-8439828-law practice-Latest filing 2024
Plans
2
Retirement
2
$695K assets
Welfare
0
Participants
11
1010 SOUTH 120TH ST., SUITE 300 - OMAHA, NE 68154402-614-7744lathroplawomaha.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#002CashBalance-$546K - 4 part#003401k-$149K - 7 part

Retirement portfolio analytics

2 plans aggregated / $695K assets / 11 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • CASH BALANCE PLAN (#002)79%
  • SAFE HARBOR 401(K) (#003)21%
Total $695KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAFE HARBOR 401(K) (#003)7
  • CASH BALANCE PLAN (#002)4
Total 11Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LAW OFFICE OF MATTHEW A. LATHROP, PC, LLO CASH BALANCE PLAN

CashBalance

Assets$546K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

LAW OFFICE OF MATTHEW A. LATHROP, PC, LLO SAFE HARBOR 401(K) PLAN

401k

Assets$149K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LAW OFFICE OF MATTHEW A. LATHROP, PC, LLO CASH BALANCE PLANCashBalance$546K42024
003LAW OFFICE OF MATTHEW A. LATHROP, PC, LLO SAFE HARBOR 401(K) PLAN401k$149K72024
Retirement plans
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