Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE LLOYD GROUP
EIN 47-3039887Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$729K assets
Welfare
0
Participants
4
325 LAKE DILLON DRIVE - DILLON DRIVE, CO 80435970-389-2262
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $729K 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
THE LLOYD GROUP CASH BALANCE PLAN
CashBalance
Assets$649K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
KELLY LLOYD REAL ESTATE RETIREMENT PLAN
401k
Assets$80K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE LLOYD GROUP CASH BALANCE PLAN | CashBalance | $649K | 2 | 2024 | |
| 003 | KELLY LLOYD REAL ESTATE RETIREMENT PLAN | 401k | $80K | 2 | 2024 |
Retirement plans