Assets by plan
Share of aggregate retirement assets
62%top
Sponsor portfolio
LANAI FINANCIAL SOLUTIONS
EIN 46-2267829investment managementLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
6
1066 41ST AVENUE, SUITE A101 - CAPITOLA, CA 95010831-476-7300LinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 6 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
LANAI FINANCIAL SOLUTIONS DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$1.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LANAI FINANCIAL SOLUTIONS 401(K) PLAN & TRUST
401k
Assets$727K
Participants3
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 | LANAI FINANCIAL SOLUTIONS DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $1.2M | 3 | 2025 | |
| 001 | LANAI FINANCIAL SOLUTIONS 401(K) PLAN & TRUST | 401k | $727K | 3 | 2025 |
Retirement plans