Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KS AND LZ ACCOUNTING LLC
EIN 46-3939707Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$354K assets
Welfare
0
Participants
5
594 MARRETT RD, UNIT 20 - LEXINGTON, MA 02421781-778-7157
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $354K assets / 5 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
KS AND LZ ACCOUNTING LLC CASH BALANCE PLAN
CashBalance
Assets$326K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
KS AND LZ ACCOUNTING 401(K) PROFIT SHARING PLAN
401k
Assets$27K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KS AND LZ ACCOUNTING LLC CASH BALANCE PLAN | CashBalance | $326K | 2 | 2024 | |
| 001 | KS AND LZ ACCOUNTING 401(K) PROFIT SHARING PLAN | 401k | $27K | 3 | 2024 |
Retirement plans