Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LANX MANAGEMENT LLC
EIN 52-2336467investment managementLatest filing 2024
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
5
75 SOUTH BROADWAY, SUITE 4-747 - WHITE PLAINS, NY 10601914-275-7614lanxpartners.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 5 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
LANX MANAGEMENT LLC CASH BALANCE PLAN
CashBalance
Assets$2.8M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LANX MANAGEMENT, LLC 401(K) PLAN
401k
Assets$900K
Participants3
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 | LANX MANAGEMENT LLC CASH BALANCE PLAN | CashBalance | $2.8M | 2 | 2024 | |
| 001 | LANX MANAGEMENT, LLC 401(K) PLAN | 401k | $900K | 3 | 2024 |
Retirement plans