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Sponsor portfolio

LENZ, INC.

EIN 94-2266156-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
46
1880 GARDEN TRACT ROAD - RICHMOND, CA 94801510-234-8699
Plans on this EIN
2 filings
#002CashBalance-$2.1M - 22 part#001401k-$1.9M - 24 part

Retirement portfolio analytics

2 plans aggregated / $4.1M assets / 46 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • CASH BALANCE PLAN (#002)52%
  • INC. 401K PLAN (#001)48%
Total $4.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401K PLAN (#001)24
  • CASH BALANCE PLAN (#002)22
Total 46Click 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#002

LENZ, INC. CASH BALANCE PLAN

CashBalance

Assets$2.1M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LENZ, INC. 401K PLAN

401k

Assets$1.9M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LENZ, INC. CASH BALANCE PLANCashBalance$2.1M222025
001LENZ, INC. 401K PLAN401k$1.9M242025
Retirement plans
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