Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
Self Funded
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LUPER NEIDENTHAL AND LOGAN, LPA SAVINGS PLAN | 401k | $4.5M | 32 | 2025 | |
| 003 | LUPER NEIDENTHAL AND LOGAN, LPA CASH BALANCE PENSION PLAN | CashBalance | $610K | 41 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LUPER, NEIDENTHAL & LOGAN SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |