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Sponsor portfolio

THE LAVIDGE COMPANY

EIN 86-0434047-marketing and advertising-Latest filing 2025
Plans
2
Retirement
2
$14.1M assets
Welfare
0
Participants
190
2777 EAST CAMELBACK ROAD, SUITE 300 - PHOENIX, AZ 85016480-998-2600lavidge.comLinkedIn51-200 employeesmarketing and advertising
Plans on this EIN
2 filings
#001401k-$7.9M - 77 part#002ESOP-$6.2M - 113 part

Retirement portfolio analytics

2 plans aggregated / $14.1M assets / 190 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • LAVIDGE COMPANY 401(K) (#001)56%
  • EMPLOYEE STOCK OWNERSHIP (#002)44%
Total $14.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)113
  • LAVIDGE COMPANY 401(K) (#001)77
Total 190Click 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#001

THE LAVIDGE COMPANY 401(K) PLAN

401k

Assets$7.9M
Participants77
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE LAVIDGE COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$6.2M
Participants113
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE LAVIDGE COMPANY 401(K) PLAN401k$7.9M772025
002THE LAVIDGE COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP$6.2M1132024
Retirement plans
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