PlanOptica
Free ERISA searchPricing
Sign inTry Pro free
  1. Companies/
  2. Lacy Maxwell Productions, Inc

Filings through Oct 24, 2026.

Sponsor portfolio

Lacy Maxwell Productions, Inc

EIN 32-0118363-retail-Latest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
54
135 WEST J STREET - BENICIA, CA 94510415-710-5229LinkedIn1-10 employeesretail
Plans on this EIN
2 filings
#002Cash balance-$1.2M - 26 part#001401(k)-$1.1M - 28 part

Retirement portfolio analytics

2 plans aggregated / $2.2M assets / 54 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • CASH BALANCE PENSION (#002)52%
  • INC RETIREMENT TRUST (#001)48%
Total $2.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC RETIREMENT TRUST (#001)28
  • CASH BALANCE PENSION (#002)26
Total 54Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LACY MAXWELL PRODUCTIONS, INC. CASH BALANCE PENSION PLAN

Cash balance

Assets$1.2M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LACY MAXWELL PRODUCTIONS, INC RETIREMENT TRUST

401(k)

Assets$1.1M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LACY MAXWELL PRODUCTIONS, INC. CASH BALANCE PENSION PLANCash balance$1.2M262025
001LACY MAXWELL PRODUCTIONS, INC RETIREMENT TRUST401(k)$1.1M282025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica