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Sponsor portfolio

LEHOTSKY KELLER COHN LLP

EIN 86-1788696-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
39
200 MASSACHUSETTS NW, SUITE 700 - WASHINGTON, DC 20001202-365-2509
Plans on this EIN
2 filings
#001401k-$3.6M - 28 part#002CashBalance-$881K - 11 part

Retirement portfolio analytics

2 plans aggregated / $4.5M assets / 39 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • LEHOTSKY KELLER 401(K) (#001)80%
  • CASH BALANCE PENSION (#002)20%
Total $4.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LEHOTSKY KELLER 401(K) (#001)28
  • CASH BALANCE PENSION (#002)11
Total 39Click 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

LEHOTSKY KELLER 401(K) PLAN

401k

Assets$3.6M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LEHOTSKY KELLER COHN LLP CASH BALANCE PENSION PLAN

CashBalance

Assets$881K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LEHOTSKY KELLER 401(K) PLAN401k$3.6M282024
002LEHOTSKY KELLER COHN LLP CASH BALANCE PENSION PLANCashBalance$881K112024
Retirement plans
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