Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LYONS WARREN & ASSOCIATES, INC.
EIN 93-0773619Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$528K assets
Welfare
0
Participants
17
9560 CANDIDA ST. - SAN DIEGO, CA 92126858-573-8999
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $528K assets / 17 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#004
LYONS WARREN & ASSOCIATES, INC. CASH BALANCE PLAN
CashBalance
Assets$349K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
LYONS WARREN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$179K
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 | |
|---|---|---|---|---|---|---|
| 004 | LYONS WARREN & ASSOCIATES, INC. CASH BALANCE PLAN | CashBalance | $349K | 8 | 2024 | |
| 005 | LYONS WARREN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401k | $179K | 9 | 2024 |
Retirement plans