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LUFKIN ADVISORS, LLC

EIN 80-0882030-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.8M assets
Welfare
0
Participants
4
233 SHEARWATER ISLE - FOSTER CITY, CA 94404650-573-1185lufkinadvisors.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.8M - 4 part

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Retirement#001

LUFKIN ADVISORS 401(K) PROFIT SHARING PLAN

401k

Assets$1.8M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LUFKIN ADVISORS 401(K) PROFIT SHARING PLAN401k$1.8M42025
Retirement plans
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