Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LAMPERT ADVISORS, LLC D/B/A LAMPERT DEBT ADVISORS
EIN 27-0407806Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
12
900 THIRD AVENUE, 14TH FLOOR - NEW YORK, NY 10022914-282-0915
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 12 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
LAMPERT DEBT ADVISORS DEFINED BENEFIT PLAN
TraditionalDB
Assets$3.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LAMPERT DEBT ADVISORS 401(K) PROFIT SHARING PLAN
401k
Assets$471K
Participants6
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 | LAMPERT DEBT ADVISORS DEFINED BENEFIT PLAN | TraditionalDB | $3.1M | 6 | 2024 | |
| 002 | LAMPERT DEBT ADVISORS 401(K) PROFIT SHARING PLAN | 401k | $471K | 6 | 2024 |
Retirement plans