Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAMES M LASSITER III PC
EIN 76-0487325Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$10.6M assets
Welfare
0
Participants
51
3200 SOUTHWEST FWY STE 3250 - HOUSTON, TX 770277616713-521-0104
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.6M assets / 51 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
JAMES M. LASSITER, III, P.C. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$7.4M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JAMES M LASSITER III PC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$3.2M
Participants28
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 | JAMES M. LASSITER, III, P.C. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $7.4M | 23 | 2024 | |
| 001 | JAMES M LASSITER III PC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $3.2M | 28 | 2025 |
Retirement plans