Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LAURITS R. CHRISTENSEN ASSOCIATES, INC.
EIN 39-1365234researchLatest filing 2025
Plans
2
Retirement
2
$68.2M assets
Welfare
0
Participants
137
800 UNIVERSITY BAY DRIVE, SUITE 400 - MADISON, WI 537052299608-231-2266lrca.comLinkedIn51-200 employeesresearch
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $68.2M assets / 137 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
LAURITS R. CHRISTENSEN ASSOCIATES, INC. RETIREMENT PLAN
401k
Assets$34.8M
Participants73
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
LAURITS R. CHRISTENSEN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$33.4M
Participants64
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 | LAURITS R. CHRISTENSEN ASSOCIATES, INC. RETIREMENT PLAN | 401k | $34.8M | 73 | 2025 | |
| 003 | LAURITS R. CHRISTENSEN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $33.4M | 64 | 2025 |
Retirement plans