Filings through .
Sponsor portfolio
LM Summary Services, LLC
EIN 47-2144186legal servicesLatest filing 2025
Plans
1
Retirement
1
$16K assets
Welfare
0
Participants
2
4819 EMPEROR BLVD, STE 400 - DURHAM, NC 27703919-602-1013lmsummaryservices.comLinkedIn51-200 employeeslegal services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LM SUMMARY SERVICES 401(K) PLAN | 401(k) | $16K | 2 | 2025 |
Retirement plans