Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LOU LOU & COMPANY, LLC
EIN 47-4019129apparel & fashionLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
30
1580 W 1200 N #12 - OREM, UT 84057801-709-3177loulouandcompany.comLinkedIn11-50 employeesapparel & fashion
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 30 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
LOU LOU & COMPANY CASH BALANCE PLAN
CashBalance
Assets$998K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
LOU LOU & CO 401(K) PROFIT SHARING PLAN
401k
Assets$340K
Participants20
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 | LOU LOU & COMPANY CASH BALANCE PLAN | CashBalance | $998K | 10 | 2024 | |
| 001 | LOU LOU & CO 401(K) PROFIT SHARING PLAN | 401k | $340K | 20 | 2024 |
Retirement plans