Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
L&V DISTRIBUTORS, INC.
EIN 65-0393400Wholesale TradeLatest filing 2025
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
14
1680 VILLA COURT - MARCO ISLAND, FL 34145954-520-9812
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.7M assets / 14 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
L&V DISTRIBUTORS, INC. CASH BALANCE PLAN
CashBalance
Assets$3.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
L & V DISTRIBUTORS, INC. 401(K) PLAN
401k
Assets$2.4M
Participants7
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 | L&V DISTRIBUTORS, INC. CASH BALANCE PLAN | CashBalance | $3.3M | 7 | 2025 | |
| 001 | L & V DISTRIBUTORS, INC. 401(K) PLAN | 401k | $2.4M | 7 | 2025 |
Retirement plans