Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
R.L. LIPTON DISTRIBUTING COMPANY
EIN 34-0978334food & beveragesLatest filing 2024
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
36
9797 SWEET VALLEY DRIVE - VALLEY VIEW, OH 44125216-475-4150rlliptondist.comLinkedIn51-200 employeesfood & beverages
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 36 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
R.L. LIPTON DISTRIBUTION COMPANY EMPLOYEES 401(K) PLAN
401k
Assets$2.4M
Participants23
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
R.L. LIPTON DISTRIBUTING COMPANY COLLECTIVE BARGAINING 401(K) PLAN
401k
Assets$324K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | R.L. LIPTON DISTRIBUTION COMPANY EMPLOYEES 401(K) PLAN | 401k | $2.4M | 23 | 2024 | |
| 002 | R.L. LIPTON DISTRIBUTING COMPANY COLLECTIVE BARGAINING 401(K) PLAN | 401k | $324K | 13 | 2024 |
Retirement plans