Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LOBERG & LOBERRG
EIN 47-5575982Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$6.9M assets
Welfare
0
Participants
18
359 W MAIN ST - ELLSWORTH, WI 540115087715-273-5072
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.9M assets / 18 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
LOBERG & LOBERG PROFIT SHARING PLAN
ProfitSharing
Assets$4.3M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LOBERG & LOBERG MONEY PURCHASE PLAN
MoneyPurchase
Assets$2.6M
Participants9
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 | LOBERG & LOBERG PROFIT SHARING PLAN | ProfitSharing | $4.3M | 9 | 2025 | |
| 001 | LOBERG & LOBERG MONEY PURCHASE PLAN | MoneyPurchase | $2.6M | 9 | 2025 |
Retirement plans