Assets by plan
Share of aggregate retirement assets
Filings through .
Laurits R. Christensen Associates, Inc.
EIN 39-1365234researchLatest filing 2025
Plans
2
Retirement
2
$68.2M assets
Health & Benefits
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 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
LAURITS R. CHRISTENSEN ASSOCIATES, INC. RETIREMENT PLAN
401(k)
Assets$34.8M
Participants73
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
LAURITS R. CHRISTENSEN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$33.4M
Participants64
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | LAURITS R. CHRISTENSEN ASSOCIATES, INC. RETIREMENT PLAN | 401(k) | $34.8M | 73 | 2025 |
| #003 | LAURITS R. CHRISTENSEN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $33.4M | 64 | 2025 |
- #002 · 401(k) · 202573
- #003 · ESOP · 202564
Retirement plans