Assets by plan
Share of aggregate retirement assets
Filings through .
The Lawrence Firm, L.P.A.
EIN 31-0971974Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
2
$11.3M assets
Health & Benefits
1
Participants
38
535 MADISON AVENUE, SUITE 500 - COVINGTON, KY 41011859-578-9130
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $11.3M assets / 28 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
THE LAWRENCE FIRM, L.P.A. 401(K) PLAN
401(k)
Assets$9.8M
Participants14
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
THE LAWRENCE FIRM, L.P.A. DEFINED BENEFIT PLAN
Traditional DB
Assets$1.4M
Participants14
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
THE LAWRENCE FIRM PSC CBS BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE LAWRENCE FIRM, L.P.A. 401(K) PLAN | 401(k) | $9.8M | 14 | 2025 |
| #003 | THE LAWRENCE FIRM, L.P.A. DEFINED BENEFIT PLAN | Traditional DB | $1.4M | 14 | 2025 |
- #001 · 401(k) · 202514
- #003 · Traditional DB · 202514
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | THE LAWRENCE FIRM PSC CBS BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans