Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KUHLMAN & LUCAS, LLC
EIN 45-4567074Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$6.4M assets
Welfare
0
Participants
26
4700 BELLEVIEW AVE STE 300 - KANSAS CITY, MO 64112816-799-0330
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.4M assets / 26 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#001
KUHLMAN & LUCAS, LLC 401(K) RETIREMENT PLAN
401k
Assets$4.4M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
KUHLMAN & LUCAS, LLC CASH BALANCE PLAN
CashBalance
Assets$2.1M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KUHLMAN & LUCAS, LLC 401(K) RETIREMENT PLAN | 401k | $4.4M | 15 | 2024 | |
| 002 | KUHLMAN & LUCAS, LLC CASH BALANCE PLAN | CashBalance | $2.1M | 11 | 2024 |
Retirement plans