Assets by plan
Share of aggregate retirement assets
79%top
Sponsor portfolio
MARK E. LUX INSURANCE, INC.
EIN 38-3667775Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
8
12506 PORTAGE WAY - FISHERS, IN 46037317-440-6919
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.7M assets / 8 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
FIRST LEADERSHIP, INC. C PLAN
CashBalance
Assets$5.3M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
FIRST LEADERSHIP, INC. 4 PLAN
401k
Assets$1.4M
Participants4
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 | FIRST LEADERSHIP, INC. C PLAN | CashBalance | $5.3M | 4 | 2025 | |
| 001 | FIRST LEADERSHIP, INC. 4 PLAN | 401k | $1.4M | 4 | 2025 |
Retirement plans