Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $30.4M assets / 151 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Traditional DB
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | STANLEY D. LINDSEY & ASSOCIATES, LTD. 401(K) PLAN | 401(k) | $25.2M | 77 | 2025 |
| #002 | STANLEY D. LINDSEY & ASSOCIATES, LTD. DEFINED BENEFIT PENSION PLAN | Traditional DB | $5.3M | 74 | 2025 |