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  1. Companies/
  2. Hauptman, O'Brien, Wolf & Lathrop, LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Hauptman, O'Brien, Wolf & Lathrop, LLC

EIN 33-2573420-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$320K assets
Welfare
0
Participants
10
1005 SOUTH 107TH AVENUE, SUITE 200 - OMAHA, NE 68114402-390-9000
Plans on this EIN
1 filing
#001Cash balance-$320K - 10 part

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Retirement#001

HAUPTMAN, O'BRIEN, WOLF & LATHROP, LLC CASH BALANCE PENSION PLAN

Cash balance

Assets$320K
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HAUPTMAN, O'BRIEN, WOLF & LATHROP, LLC CASH BALANCE PENSION PLANCash balance$320K102025
Retirement plans
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