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  2. LESTER CAPITAL PLANNING, LLC
Sponsor portfolio

LESTER CAPITAL PLANNING, LLC

EIN 81-3592906-legal services-Latest filing 2025
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
6
3400 PUNKIN ST - COLUMBUS, GA 31909770-317-5699theassociatesuk.orgLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filings
#002TraditionalDB-$1.9M - 3 part#001401k-$761K - 3 part

Retirement portfolio analytics

2 plans aggregated / $2.6M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • PLAN & TRUST (#002)71%
  • CAPITAL PLANNING 401(K) (#001)29%
Total $2.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)3
  • CAPITAL PLANNING 401(K) (#001)3
Total 6Click 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

LCP ASSOCIATES, LLC PENSION PLAN & TRUST

TraditionalDB

Assets$1.9M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LESTER CAPITAL PLANNING 401(K) PLAN

401k

Assets$761K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LCP ASSOCIATES, LLC PENSION PLAN & TRUSTTraditionalDB$1.9M32024
001LESTER CAPITAL PLANNING 401(K) PLAN401k$761K32025
Retirement plans
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