Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LAKERIDGE CIRCLE ASSOCIATES LLC
EIN 20-8691620InformationLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
11
2419 RIVERSIDE TERRACE - MANASQUAN, NJ 08736732-359-7203
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 11 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
LAKERIDGE CIRCLE ASSOCIATES LLC CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LAKERIDGE CIRCLE ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$715K
Participants5
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 | LAKERIDGE CIRCLE ASSOCIATES LLC CASH BALANCE PLAN | CashBalance | $1.3M | 6 | 2025 | |
| 002 | LAKERIDGE CIRCLE ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN | 401k | $715K | 5 | 2025 |
Retirement plans