Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALAN B. LANCZ & ASSOCIATES, INC.
EIN 34-1467126investment managementLatest filing 2025
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
9
3435 N HOLLAND SYLVANIA RD - TOLEDO, OH 43615419-536-5200ablonline.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M assets / 9 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
ALAN B. LANCZ & ASSOCIATES, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$3.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ALAN B. LANCZ & ASSOCIATES, INC. 401(K) PLAN
401k
Assets$2.4M
Participants5
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 | ALAN B. LANCZ & ASSOCIATES, INC. CASH BALANCE PENSION PLAN | CashBalance | $3.0M | 4 | 2025 | |
| 001 | ALAN B. LANCZ & ASSOCIATES, INC. 401(K) PLAN | 401k | $2.4M | 5 | 2025 |
Retirement plans