Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOHN LUZZO AGENCY
EIN 88-3961234Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$576K assets
Welfare
0
Participants
8
7843 SEA PINES ROAD - MIDLOTHIAN, IL 60445708-557-1419
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $576K assets / 8 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
JOHN LUZZO AGENCY CASH BALANCE PLAN
CashBalance
Assets$298K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
JOHN LUZZO AGENCY 401(K) PLAN
401k
Assets$278K
Participants4
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 | JOHN LUZZO AGENCY CASH BALANCE PLAN | CashBalance | $298K | 4 | 2024 | |
| 001 | JOHN LUZZO AGENCY 401(K) PLAN | 401k | $278K | 4 | 2024 |
Retirement plans