Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GEORGE E. LOUCAS CO., L.P.A. DBA LOUCAS LAW
EIN 34-1801757Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
11
25550 CHAGRIN BLVD., CHAGRIN RICHMOND PLAZA, SUITE 320 - BEACHWOOD, OH 44122216-834-0400
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 11 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#003
GEORGE E. LOUCAS CASH BALANCE PENSION PLAN
CashBalance
Assets$2.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GEORGE E. LOUCAS CO., L.P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$833K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | GEORGE E. LOUCAS CASH BALANCE PENSION PLAN | CashBalance | $2.0M | 5 | 2024 | |
| 002 | GEORGE E. LOUCAS CO., L.P.A. 401(K) PROFIT SHARING PLAN | 401k | $833K | 6 | 2024 |
Retirement plans