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Sponsor portfolio

LMS SURVEYING, LTD.

EIN 42-1542271-civil engineering-Latest filing 2024
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
24
P.O. BOX 65 - SHARON CENTER, OH 44274330-329-6812LinkedIn1-10 employeescivil engineering
Plans on this EIN
2 filings
#002CashBalance-$2.4M - 13 part#001401k-$1.1M - 11 part

Retirement portfolio analytics

2 plans aggregated / $3.5M assets / 24 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • CASH BALANCE PENSION (#002)69%
  • PROFIT SHARING PLAN (#001)31%
Total $3.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PENSION (#002)13
  • PROFIT SHARING PLAN (#001)11
Total 24Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LMS SURVEYING, LTD. CASH BALANCE PENSION PLAN

CashBalance

Assets$2.4M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LMS SURVEYING, LTD. PROFIT SHARING PLAN

401k

Assets$1.1M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LMS SURVEYING, LTD. CASH BALANCE PENSION PLANCashBalance$2.4M132024
001LMS SURVEYING, LTD. PROFIT SHARING PLAN401k$1.1M112024
Retirement plans
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