Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LIPTZ AND ASSOCIATES, INC.
EIN 33-0950092Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
18
3857 BIRCH STREET, SUITE 490 - NEWPORT BEACH, CA 92660949-474-8500
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 18 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#002
LIPTZ AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.2M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
LIPTZ AND ASSOCIATES, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$338K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LIPTZ AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.2M | 10 | 2024 | |
| 003 | LIPTZ AND ASSOCIATES, INC. PROFIT SHARING PLAN | ProfitSharing | $338K | 8 | 2024 |
Retirement plans