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  2. LYDIA GABLE REALTY, INC.
Sponsor portfolio

LYDIA GABLE REALTY, INC.

EIN 46-4415824-real estate-Latest filing 2024
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
11
2945 TOWNSGATE ROAD, SUITE 300 - WESTLAKE VILLAGE, CA 91361818-383-4335LinkedIn1-10 employeesreal estate
Plans on this EIN
2 filings
#002CashBalance-$2.6M - 5 part#001401k-$1.1M - 6 part

Retirement portfolio analytics

2 plans aggregated / $3.7M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • CASH BALANCE PENSION (#002)70%
  • PROFIT SHARING PLAN (#001)30%
Total $3.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)6
  • CASH BALANCE PENSION (#002)5
Total 11Click 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#002

LYDIA GABLE REALTY, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$2.6M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LYDIA GABLE REALTY, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$1.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LYDIA GABLE REALTY, INC. CASH BALANCE PENSION PLANCashBalance$2.6M52024
001LYDIA GABLE REALTY, INC. 401(K) PROFIT SHARING PLAN401k$1.1M62024
Retirement plans
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