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  2. LS3P Associates Ltd.
  • Retirement analytics
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Filings through Oct 24, 2026.

LS3P Associates Ltd.

EIN 57-0475651-architecture & planning-Latest filing 2025
Plans
4
Retirement
3
$87.7M assets
Health & Benefits
1
$5.5M premiums
Participants
1,321
205 1/2 KING STREET - CHARLESTON, SC 29401843-577-4444ls3p.comLinkedIn201-500 employeesarchitecture & planning
Plans on this EIN
4 filings
#001401(k)-$81.0M - 655 part#002Profit-sharing-$3.9M - 88 part#003Traditional DB-$2.8M - 111 part#501Mixed-$5.5M - 481 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

3 plans aggregated / $87.7M assets / 854 participants

Assets by plan

Share of aggregate retirement assets

  • LS3P 401(K) (#001)$81.0M
  • PROFIT SHARING PLAN (#002)$3.9M
  • DEFINED BENEFIT PLAN (#003)$2.8M
Total $87.7MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • CHARLES SCHWAB & CO., INC.$81.0M
  • (Not disclosed)$6.7M
Total $87.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • LS3P 401(K) (#001)655
  • DEFINED BENEFIT PLAN (#003)111
  • PROFIT SHARING PLAN (#002)88
Total 854Select a row to open it

Benefits portfolio analytics

1 plan / $5.5M premiums / 481 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.1M
  • Life$174K
  • Other$158K
  • Long-term disability$134K
  • Short-term disability$73K
  • Vision$50K
Total $5.5M6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

LS3P 401(K) PLAN

401(k)

Assets$81.0M
Participants655
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

LS3P PROFIT SHARING PLAN

Profit-sharing

Assets$3.9M
Participants88
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

LS3P DEFINED BENEFIT PLAN

Traditional DB

Assets$2.8M
Participants111
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

LS3P HEALTH AND WELFARE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$5.5M
Covered lives481
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001LS3P 401(K) PLAN401(k)$81.0M6552025
#002LS3P PROFIT SHARING PLANProfit-sharing$3.9M882025
#003LS3P DEFINED BENEFIT PLANTraditional DB$2.8M1112025
  • LS3P 401(K) PLAN$81.0M
    #001 · 401(k) · 2025655
  • LS3P PROFIT SHARING PLAN$3.9M
    #002 · Profit-sharing · 202588
  • LS3P DEFINED BENEFIT PLAN$2.8M
    #003 · Traditional DB · 2025111

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501LS3P HEALTH AND WELFARE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$5.5M4812025
  • LS3P HEALTH AND WELFARE BENEFIT PLAN$5.5M
    #501 · Mixed · UNITEDHEALTHCARE INSURANCE COMPANY · 2025481
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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