Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LANCE SOARES INC
EIN 94-3413405management consultingLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
140
6910 28TH ST. - NORTH HIGHLANDS, CA 95660916-253-3900lance-ar.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 140 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
CLEAN SWEEP ENVIRONMENTAL 401(K) PLAN
401k
Assets$1.6M
Participants135
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CLEAN SWEEP ENVIRONMENTAL PREVAILING WAGE PLAN
ProfitSharing
Assets$412K
Participants5
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 | CLEAN SWEEP ENVIRONMENTAL 401(K) PLAN | 401k | $1.6M | 135 | 2025 | |
| 002 | CLEAN SWEEP ENVIRONMENTAL PREVAILING WAGE PLAN | ProfitSharing | $412K | 5 | 2025 |
Retirement plans