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  2. THE LVRG DISTRIBUTION CORPORATION
Sponsor portfolio

THE LVRG DISTRIBUTION CORPORATION

EIN 81-1204651-Retail Trade-Latest filing 2024
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
74
2533 S MAIN ST. - SANTA ANA, CA 92707949-752-7274
Plans on this EIN
2 filings
#001401k-$2.0M - 35 part#002CashBalance-$1.1M - 39 part

Retirement portfolio analytics

2 plans aggregated / $3.2M assets / 74 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • THE LVRG 401(K) (#001)64%
  • THE LVRG PENSION (#002)36%
Total $3.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • THE LVRG PENSION (#002)39
  • THE LVRG 401(K) (#001)35
Total 74Click 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

THE LVRG 401(K) PLAN

401k

Assets$2.0M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE LVRG PENSION PLAN

CashBalance

Assets$1.1M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE LVRG 401(K) PLAN401k$2.0M352024
002THE LVRG PENSION PLANCashBalance$1.1M392024
Retirement plans
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