Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LIPSCHULTZ, LEVIN & GRAY L.L.C.
EIN 36-2260623accountingLatest filing 2025
Plans
2
Retirement
2
$9.6M assets
Welfare
0
Participants
43
425 HUEHL ROAD BLDG 7 - NORTHBROOK, IL 60062847-205-5452thethinkers.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.6M assets / 43 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
LIPSCHULTZ, LEVIN & GRAY L.L.C. SECTION 401(K) PLAN
401k
Assets$8.8M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
LIPSCHULTZ LEVIN & GRAY LLC ADMINISTRATIVE DEFINED CONTRIBUTION PLAN & TRUST
ProfitSharing
Assets$832K
Participants8
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 | LIPSCHULTZ, LEVIN & GRAY L.L.C. SECTION 401(K) PLAN | 401k | $8.8M | 35 | 2025 | |
| 003 | LIPSCHULTZ LEVIN & GRAY LLC ADMINISTRATIVE DEFINED CONTRIBUTION PLAN & TRUST | ProfitSharing | $832K | 8 | 2025 |
Retirement plans