Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
L&Y TAX ADVISORS, LLC
EIN 85-3541555management consultingLatest filing 2025
Plans
2
Retirement
2
$343K assets
Welfare
0
Participants
19
25910 OAK RIDGE DRIVE - SPRING, TX 77380281-288-0909lytaxadvisors.comLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $343K assets / 19 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
L&Y TAX ADVISORS, LLC 401(K) PLAN
401k
Assets$180K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
L&Y TAX ADVISORS, LLC 401(K) PLAN
401k
Assets$163K
Participants9
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 | L&Y TAX ADVISORS, LLC 401(K) PLAN | 401k | $180K | 10 | 2024 | |
| 001 | L&Y TAX ADVISORS, LLC 401(K) PLAN | 401k | $163K | 9 | 2025 |
Retirement plans