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Sponsor portfolio

LUSHIN AND ASSOCIATES

EIN 35-2034155-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
46
5655 CASTLE CREEK PARKWAY N DRIVE - INDIANAPOLIS, IN 46250317-218-1909
Plans on this EIN
2 filings
#001401k-$1.2M - 23 part#002ESOP-$524K - 23 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 46 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • LUSHIN 401(K) (#001)69%
  • EMPLOYEE STOCK OWNERSHIP (#002)31%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LUSHIN 401(K) (#001)23
  • EMPLOYEE STOCK OWNERSHIP (#002)23
Total 46Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LUSHIN 401(K) PLAN

401k

Assets$1.2M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LUSHIN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$524K
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LUSHIN 401(K) PLAN401k$1.2M232025
002LUSHIN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$524K232025
Retirement plans
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