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Sponsor portfolio

LECHTENBERG & ASSOCIATES LLC

EIN 81-1636225-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
8
1235 N. MULFORD RD., SUITE 208 - ROCKFORD, IL 61107815-222-6727lechtenberglawfirm.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#002CashBalance-$1.6M - 4 part#001401k-$1.3M - 4 part

Retirement portfolio analytics

2 plans aggregated / $2.9M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • CASH BALANCE PLAN (#002)56%
  • PROFIT SHARING PLAN (#001)44%
Total $2.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)4
  • PROFIT SHARING PLAN (#001)4
Total 8Click 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#002

LECHTENBERG & ASSOCIATES LLC CASH BALANCE PLAN

CashBalance

Assets$1.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

LECHTENBERG & ASSOCIATES LLC 401(K) AND PROFIT SHARING PLAN

401k

Assets$1.3M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LECHTENBERG & ASSOCIATES LLC CASH BALANCE PLANCashBalance$1.6M42024
001LECHTENBERG & ASSOCIATES LLC 401(K) AND PROFIT SHARING PLAN401k$1.3M42024
Retirement plans
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