Assets by plan
Share of aggregate retirement assets
61%top
Sponsor portfolio
LIZZY JAMES DESIGNS INC
EIN 46-5255547luxury goods & jewelryLatest filing 2025
Plans
2
Retirement
2
$102K assets
Welfare
0
Participants
8
92091, SUITE 302 - RANCHO SANTA FE, CA 92091858-299-5071lizzyjames.comLinkedIn11-50 employeesluxury goods & jewelry
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $102K assets / 8 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#003
LIZZY JAMES DESIGNS, INC. 401 (K) PROFIT SHARING PLAN & TR
401k
Assets$62K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LIZZY JAMES DESIGNS, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$39K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | LIZZY JAMES DESIGNS, INC. 401 (K) PROFIT SHARING PLAN & TR | 401k | $62K | 7 | 2025 | |
| 002 | LIZZY JAMES DESIGNS, INC. CASH BALANCE PENSION PLAN | CashBalance | $39K | 1 | 2024 |
Retirement plans