Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolio
LUDWIG AND OWEN PLLC
EIN 88-1217137Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
16
1108 EASTOWNE CT - LELAND, NC 28451910-371-5965
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 16 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#001
LUDWIG AND OWEN, PLLC 401(K) PS PLAN
401k
Assets$2.0M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LUDWIG AND OWEN, PLLC CASH BALANCE PLAN
CashBalance
Assets$2K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LUDWIG AND OWEN, PLLC 401(K) PS PLAN | 401k | $2.0M | 15 | 2025 | |
| 002 | LUDWIG AND OWEN, PLLC CASH BALANCE PLAN | CashBalance | $2K | 1 | 2025 |
Retirement plans