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Sponsor portfolio

LSM REALTY, INC.

EIN 47-3687618-real estate-Latest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
16
19811 COLIMA RD., STE. #230 - WALNUT, CA 91789909-598-2333LinkedIn1-10 employeesreal estate
Plans on this EIN
2 filings
#002TraditionalDB-$782K - 7 part#001401k-$334K - 9 part

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 16 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • REALTY INC. PENSION (#002)70%
  • INC. RETIREMENT PLAN (#001)30%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#001)9
  • REALTY INC. PENSION (#002)7
Total 16Click 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#002

LSM REALTY INC. PENSION PLAN

TraditionalDB

Assets$782K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LSM REALTY, INC. RETIREMENT PLAN

401k

Assets$334K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LSM REALTY INC. PENSION PLANTraditionalDB$782K72024
001LSM REALTY, INC. RETIREMENT PLAN401k$334K92024
Retirement plans
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