PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. LAGERSMITH, LLC
Sponsor portfolio

LAGERSMITH, LLC

EIN 45-5241260-wine and spirits-Latest filing 2025
Plans
2
Retirement
2
$898K assets
Welfare
0
Participants
21
2077 ELLIS AVENUE, DOOR 26 - ST. PAUL, MN 55114651-983-5805lagersmith.comLinkedIn11-50 employeeswine and spirits
Plans on this EIN
2 filings
#001401k-$525K - 15 part#002CashBalance-$373K - 6 part

Retirement portfolio analytics

2 plans aggregated / $898K assets / 21 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • LAGERSMITH 401(K) (#001)58%
  • CASH BALANCE PLAN (#002)42%
Total $898KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LAGERSMITH 401(K) (#001)15
  • CASH BALANCE PLAN (#002)6
Total 21Click 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#001

LAGERSMITH 401(K) PLAN

401k

Assets$525K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LAGERSMITH, LLC CASH BALANCE PLAN

CashBalance

Assets$373K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LAGERSMITH 401(K) PLAN401k$525K152025
002LAGERSMITH, LLC CASH BALANCE PLANCashBalance$373K62024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica