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  2. LASSONDE PAPPAS & COMPANY, INC.
Sponsor portfolioTH

LASSONDE PAPPAS & COMPANY, INC.

EIN 21-0648161-food & beverages-Latest filing 2025
Plans
3
Retirement
2
$76.0M assets
Welfare
1
$1.6M premiums
Participants
2,266
3 EXECUTIVE CAMPUS - CHERRY HILL, NJ 08002856-455-1000lassondepappas.comLinkedIn501-1000 employeesfood & beverages
Plans on this EIN
3 filings
#002401k-$64.0M - 1,045 part#003401k-$12.1M - 258 part#503Fully Insured-$1.6M - 1,245 lives

Retirement portfolio analytics

2 plans aggregated / $76.0M assets / 1,303 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • OF U.S. EMPLOYEES (#002)84%
  • PROFIT SHARING PLAN (#003)16%
Total $76.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
84%top
  • CHARLES SCHWAB & CO., INC.84%
  • NEWPORT GROUP, INC.16%
Total $76.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OF U.S. EMPLOYEES (#002)1,045
  • PROFIT SHARING PLAN (#003)258
Total 1,303Click row to drill in

Benefits portfolio analytics

1 plan / $1.6M premiums / 1,245 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$688K
  • Life$669K
  • Short-term disability$669K
  • Long-term disability$669K
  • Dental$466K
  • Health$395K
  • +2 more
Total $1.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA41%
  • DELTA DENTAL OF CALIFORNIA29%
  • KAISER FOUNDATION HEALTH PLAN INC24%
  • EYEMED VISION CARE5%
  • ARAG INSURANCE COMPANY1%
Total $1.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCKTON COMPANIES, LLC100%
  • IMG0%
Total $62K2 slices

Plan deep-dives

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

LASSONDE 401K PLAN FOR THE BENEFIT OF U.S. EMPLOYEES

401k

Assets$64.0M
Participants1,045
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ZIDIAN MANAGEMENT CORP. DBA THE ZIDIAN GROUP 401(K) PROFIT SHARING PLAN

401k

Assets$12.1M
Participants258
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

LASSONDE HEALTH AND WELFARE PLANS FOR THE BENEFIT OF US EMPLOYEES

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$1.6M
Covered lives1,245
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LASSONDE 401K PLAN FOR THE BENEFIT OF U.S. EMPLOYEES401k$64.0M1,0452024
003ZIDIAN MANAGEMENT CORP. DBA THE ZIDIAN GROUP 401(K) PROFIT SHARING PLAN401k$12.1M2582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503LASSONDE HEALTH AND WELFARE PLANS FOR THE BENEFIT OF US EMPLOYEESFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$1.6M1,2452025
Retirement plans
Welfare plans
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