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Sponsor portfolio

VAN LEEUWEN & ASSOCIATES, P.S.C.

EIN 61-1338634-investment banking-Latest filing 2025
Plans
2
Retirement
2
$13.1M assets
Welfare
0
Participants
7
808 W. MAIN STREET - RICHMOND, KY 40475859-626-3400LinkedIn1-10 employeesinvestment banking
Plans on this EIN
2 filings
#001401k-$12.8M - 4 part#002CashBalance-$315K - 3 part

Retirement portfolio analytics

2 plans aggregated / $13.1M assets / 7 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • ASSOCIATES, P.S.C. 401(K) (#001)98%
  • DEFINED BENEFIT PENSION (#002)2%
Total $13.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATES, P.S.C. 401(K) (#001)4
  • DEFINED BENEFIT PENSION (#002)3
Total 7Click 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#001

VAN LEEUWEN & ASSOCIATES, P.S.C. 401(K) PLAN

401k

Assets$12.8M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

VAN LEEUWEN & ASSOCIATES, P.S.C. DEFINED BENEFIT PENSION PLAN

CashBalance

Assets$315K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001VAN LEEUWEN & ASSOCIATES, P.S.C. 401(K) PLAN401k$12.8M42025
002VAN LEEUWEN & ASSOCIATES, P.S.C. DEFINED BENEFIT PENSION PLANCashBalance$315K32024
Retirement plans
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