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  1. Companies/
  2. LEIF J. OSTBERG, INC.
Sponsor portfolio

LEIF J. OSTBERG, INC.

EIN 22-2433706-apparel & fashion-Latest filing 2025
Plans
2
Retirement
2
$9.3M assets
Welfare
0
Participants
51
695 RT 46 WEST, SUITE 204 - FAIRFIELD, NJ 07004973-389-2643ljoinc.comLinkedIn11-50 employeesapparel & fashion
Plans on this EIN
2 filings
#003401k-$5.4M - 32 part#004CashBalance-$3.9M - 19 part

Retirement portfolio analytics

2 plans aggregated / $9.3M assets / 51 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • LJO, INC. 401(K) (#003)58%
  • CASH BALANCE PLAN (#004)42%
Total $9.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LJO, INC. 401(K) (#003)32
  • CASH BALANCE PLAN (#004)19
Total 51Click 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#003

LJO, INC. 401(K) PLAN

401k

Assets$5.4M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

LJO, INC. CASH BALANCE PLAN

CashBalance

Assets$3.9M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003LJO, INC. 401(K) PLAN401k$5.4M322025
004LJO, INC. CASH BALANCE PLANCashBalance$3.9M192024
Retirement plans
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