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Sponsor portfolio

LPPO, LLC

EIN 81-0901169-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$6.5M assets
Welfare
0
Participants
51
3995 EAST MARKET STREET, SUITE 100 - YORK, PA 17402717-755-2005
Plans on this EIN
2 filings
#001401k-$3.5M - 25 part#002CashBalance-$3.0M - 26 part

Retirement portfolio analytics

2 plans aggregated / $6.5M assets / 51 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • LPPO, LLC 401(K) (#001)54%
  • CASH BALANCE PLAN (#002)46%
Total $6.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)26
  • LPPO, LLC 401(K) (#001)25
Total 51Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LPPO, LLC 401(K) PLAN

401k

Assets$3.5M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LPPO, LLC CASH BALANCE PLAN

CashBalance

Assets$3.0M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LPPO, LLC 401(K) PLAN401k$3.5M252024
002LPPO, LLC CASH BALANCE PLANCashBalance$3.0M262025
Retirement plans
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