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Sponsor portfolio

LOTUS LIFESTYLE LLC

EIN 82-3945214-Wholesale Trade-Latest filing 2024
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
15
101 RED CEDAR DRIVE SUITE 14 - INCLINE VILLAGE, NV 89451310-662-1505
Plans on this EIN
2 filings
#003CashBalance-$1.7M - 7 part#001401k-$974K - 8 part

Retirement portfolio analytics

2 plans aggregated / $2.7M assets / 15 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • CASH BALANCE PENSION (#003)64%
  • PROFIT SHARING PLAN (#001)36%
Total $2.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)8
  • CASH BALANCE PENSION (#003)7
Total 15Click 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#003

LOTUS LIFESTYLE LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$1.7M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LOTUS LIFESTYLE LLC 401K PROFIT SHARING PLAN

401k

Assets$974K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003LOTUS LIFESTYLE LLC CASH BALANCE PENSION PLANCashBalance$1.7M72024
001LOTUS LIFESTYLE LLC 401K PROFIT SHARING PLAN401k$974K82024
Retirement plans
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