Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LANZONE MORGAN LLP
EIN 26-3852278law practiceLatest filing 2024
Plans
2
Retirement
2
$8.8M assets
Welfare
0
Participants
39
356 REDONDO AVENUE - LONG BEACH, CA 90814888-802-2854lanzonemorgan.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.8M assets / 39 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
LANZONE MORGAN LLP 401 (K) PROFIT SHARING PLAN TRUST
401k
Assets$4.6M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LANZONE MORGAN, LLP, DEFINED BENEFIT PLAN
TraditionalDB
Assets$4.2M
Participants19
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 | LANZONE MORGAN LLP 401 (K) PROFIT SHARING PLAN TRUST | 401k | $4.6M | 20 | 2024 | |
| 002 | LANZONE MORGAN, LLP, DEFINED BENEFIT PLAN | TraditionalDB | $4.2M | 19 | 2024 |
Retirement plans