Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LADD EQUIPMENT LP
EIN 82-0818612non-profit organization managementLatest filing 2025
Plans
2
Retirement
2
$571K assets
Welfare
0
Participants
8
PO BOX 95844 - OKLAHOMA CITY, OK 73143405-642-1430laddequipment.comLinkedIn1-10 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $571K assets / 8 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LADD EQUIPMENT LP CASH BALANCE PLAN
CashBalance
Assets$450K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LADD EQUIPMENT LP 401(K) PROFIT SHARING PLAN
401k
Assets$121K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LADD EQUIPMENT LP CASH BALANCE PLAN | CashBalance | $450K | 4 | 2024 | |
| 001 | LADD EQUIPMENT LP 401(K) PROFIT SHARING PLAN | 401k | $121K | 4 | 2025 |
Retirement plans