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Sponsor portfolio

LEASE ANALYTICS, L.L.C.

EIN 47-5518697-oil & energy-Latest filing 2024
Plans
2
Retirement
2
$870K assets
Welfare
0
Participants
19
4925 GREENVILLE AVENUE, SUITE 370 - DALLAS, TX 75206214-736-9055lease-analytics.comLinkedIn11-50 employeesoil & energy
Plans on this EIN
2 filings
#004CashBalance-$665K - 5 part#003401k-$205K - 14 part

Retirement portfolio analytics

2 plans aggregated / $870K assets / 19 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • CASH BALANCE PLAN (#004)76%
  • ANALYTICS, LLC 401(K) (#003)24%
Total $870KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ANALYTICS, LLC 401(K) (#003)14
  • CASH BALANCE PLAN (#004)5
Total 19Click 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#004

LEASE ANALYTICS, LLC CASH BALANCE PLAN

CashBalance

Assets$665K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

LEASE ANALYTICS, LLC 401(K) PLAN

401k

Assets$205K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004LEASE ANALYTICS, LLC CASH BALANCE PLANCashBalance$665K52024
003LEASE ANALYTICS, LLC 401(K) PLAN401k$205K142024
Retirement plans
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