Assets by plan
Share of aggregate retirement assets
94%top
Sponsor portfolio
LAK SALES & MARKETING COMPANY
EIN 47-2624543Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$7.2M assets
Welfare
0
Participants
4
P.O. BOX 36103 - SAN JOSE, CA 95158408-712-5553
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.2M assets / 4 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
LAK SALES & MARKETING COMPANY DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$6.8M
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
LAK SALES & MARKETING COMPANY 401(K) PLAN & TRUST
401k
Assets$449K
Participants2
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 | LAK SALES & MARKETING COMPANY DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $6.8M | 2 | 2025 | |
| 001 | LAK SALES & MARKETING COMPANY 401(K) PLAN & TRUST | 401k | $449K | 2 | 2024 |
Retirement plans