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  2. LUMBEE REGIONAL DEVELOPMENT CORPORATION
Sponsor portfolio

LUMBEE REGIONAL DEVELOPMENT CORPORATION

EIN 56-0943997-government administration-Latest filing 2025
Plans
2
Retirement
2
$858K assets
Welfare
0
Participants
32
PO BOX 68 - PEMBROKE, NC 283720068910-521-8602lumbee.orgLinkedIn1-10 employeesgovernment administration
Plans on this EIN
2 filings
#002403b-$537K - 14 part#001MoneyPurchase-$321K - 18 part

Retirement portfolio analytics

2 plans aggregated / $858K assets / 32 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • SHELTERED ANNUITY PLAN (#002)63%
  • DEVELOPMENT CORPORATION PENSIO... (#001)37%
Total $858KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEVELOPMENT CORPORATION PENSIO... (#001)18
  • SHELTERED ANNUITY PLAN (#002)14
Total 32Click 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

LUMBEE REGIONAL DEVELOPMENT CORPORATION TAX SHELTERED ANNUITY PLAN

403b

Assets$537K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

LUMBEE REGIONAL DEVELOPMENT CORPORATION PENSION PLAN

MoneyPurchase

Assets$321K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LUMBEE REGIONAL DEVELOPMENT CORPORATION TAX SHELTERED ANNUITY PLAN403b$537K142025
001LUMBEE REGIONAL DEVELOPMENT CORPORATION PENSION PLANMoneyPurchase$321K182024
Retirement plans
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