Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
LY & Associates
EIN 46-2375532international trade and developmentLatest filing 2025
Plans
2
Retirement
2
$832K assets
Welfare
0
Participants
4
24022 CALLE DE LA PLATA, SUITE 510 - LAGUNA HILLS, CA 92653925-330-8975LinkedIn1-10 employeesinternational trade and development
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $832K assets / 4 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
LY & ASSOCIATES DEFINED BENEFIT PLAN
Cash balance
Assets$823K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
LY & ASSOCIATES 401(K) PROFIT SHARING PLAN
401(k)
Assets$9K
Participants2
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 | LY & ASSOCIATES DEFINED BENEFIT PLAN | Cash balance | $823K | 2 | 2025 | |
| 002 | LY & ASSOCIATES 401(K) PROFIT SHARING PLAN | 401(k) | $9K | 2 | 2025 |
Retirement plans