Sponsor portfolio
LANIER ASSET MANAGEMENT, LLC
EIN 27-0476859investment managementLatest filing 2025
Plans
1
Retirement
1
$374K assets
Welfare
0
Participants
2
2321 LIME KILN LANE, SUITE D - LOUISVILLE, KY 40222404-386-8787lanieram.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LANIER ASSET MANAGEMENT LLC 401(K) PLAN | 401k | $374K | 2 | 2025 |
Retirement plans