Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PATRICK LENEHAN & ASSOCIATES, INC.
EIN 35-2184766Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$6.8M assets
Welfare
0
Participants
35
806 A SHARON DRIVE - WESTLAKE, OH 44145216-521-0199
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.8M assets / 35 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
PATRICK LENEHAN & ASSOCIATES CASH BALANCE PLAN
CashBalance
Assets$4.2M
Participants19
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
PATRICK LENEHAN & ASSOCIATES 401(K) PLAN
401k
Assets$2.6M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PATRICK LENEHAN & ASSOCIATES CASH BALANCE PLAN | CashBalance | $4.2M | 19 | 2025 | |
| 001 | PATRICK LENEHAN & ASSOCIATES 401(K) PLAN | 401k | $2.6M | 16 | 2025 |
Retirement plans