Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$1.0M
Filings through .
3 plans aggregated / $2.4M assets / 99 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Traditional DB
Profit-sharing
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | LEX ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $1.0M | 39 | 2025 |
| #002 | LEX ASSOCIATES, INC. DEFINED BENEFIT PLAN | Traditional DB | $973K | 30 | 2025 |
| #003 | LEX ASSOCIATES, INC. PROFIT SHARING PLAN 2 | Profit-sharing | $430K | 30 | 2025 |