Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LHJS INVESTMENTS, LLC
EIN 68-0428359Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
20
1470 CIVIC COURT, SUITE 340 - CONCORD, CA 94520925-603-0433lhjsinvestments.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.9M assets / 20 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#001
LHJS INVESTMENTS 401(K) PLAN
401k
Assets$3.4M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LHJS INVESTMENTS, LLC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.5M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LHJS INVESTMENTS 401(K) PLAN | 401k | $3.4M | 12 | 2025 | |
| 002 | LHJS INVESTMENTS, LLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.5M | 8 | 2024 |
Retirement plans