Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE LAWRENCE FIRM, L.P.A.
EIN 31-0971974Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
2
$7.5M assets
Welfare
1
Participants
38
535 MADISON AVENUE, SUITE 500 - COVINGTON, KY 41011859-578-9130
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $7.5M assets / 28 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
THE LAWRENCE FIRM, L.P.A. 401(K) PLAN
401k
Assets$6.1M
Participants14
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
THE LAWRENCE FIRM, L.P.A. DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.4M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
THE LAWRENCE FIRM PSC CBS BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE LAWRENCE FIRM, L.P.A. 401(K) PLAN | 401k | $6.1M | 14 | 2024 | |
| 003 | THE LAWRENCE FIRM, L.P.A. DEFINED BENEFIT PLAN | TraditionalDB | $1.4M | 14 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE LAWRENCE FIRM PSC CBS BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans