Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Lance Dorfi LLC
EIN 82-3692262environmental servicesLatest filing 2025
Plans
2
Retirement
2
$169K assets
Welfare
0
Participants
17
70 WESTCHESTER AVE - POUND RIDGE, NY 10576914-600-8044lancedorfi.comLinkedIn1-10 employeesenvironmental services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $169K assets / 17 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
LANCE DORFI LLC CASH BALANCE PENSION PLAN
Cash balance
Assets$87K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LANCE DORFI LLC 401(K) PLAN
401(k)
Assets$82K
Participants11
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 | LANCE DORFI LLC CASH BALANCE PENSION PLAN | Cash balance | $87K | 6 | 2025 | |
| 001 | LANCE DORFI LLC 401(K) PLAN | 401(k) | $82K | 11 | 2025 |
Retirement plans