PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. LUNCEFORD LAW FIRM LLC
Sponsor portfolio

LUNCEFORD LAW FIRM LLC

EIN 46-4655144-law practice-Latest filing 2025
Plans
2
Retirement
2
$468K assets
Welfare
0
Participants
17
201 E 1ST ST - LEES SUMMIT, MO 640632701816-525-4701davidluncefordlaw.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$398K - 13 part#002CashBalance-$70K - 4 part

Retirement portfolio analytics

2 plans aggregated / $468K assets / 17 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • PLAN & TRUST (#001)85%
  • CASH BALANCE PLAN (#002)15%
Total $468KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)13
  • CASH BALANCE PLAN (#002)4
Total 17Click 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

LUNCEFORD LAW FIRM LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$398K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LUNCEFORD LAW FIRM, LLC CASH BALANCE PLAN

CashBalance

Assets$70K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LUNCEFORD LAW FIRM LLC 401(K) PROFIT SHARING PLAN & TRUST401k$398K132025
002LUNCEFORD LAW FIRM, LLC CASH BALANCE PLANCashBalance$70K42024
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