Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HOOPER, LUNDY & BOOKMAN, P.C.
EIN 95-4109805law practiceLatest filing 2024
Plans
3
Retirement
3
$85.5M assets
Welfare
0
Participants
354
1875 CENTURY PARK EAST, SUITE 1600 - LOS ANGELES, CA 90067310-551-8111hooperlundy.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $85.5M assets / 354 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
HOOPER, LUNDY & BOOKMAN, INC. 401(K) PLAN
401k
Assets$55.0M
Participants139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
HOOPER, LUNDY, & BOOKMAN, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$20.1M
Participants121
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
HOOPER, LUNDY & BOOKMAN, P.C. 2018 PENSION PLAN
CashBalance
Assets$10.4M
Participants94
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HOOPER, LUNDY & BOOKMAN, INC. 401(K) PLAN | 401k | $55.0M | 139 | 2024 | |
| 003 | HOOPER, LUNDY, & BOOKMAN, INC. PROFIT SHARING PLAN | ProfitSharing | $20.1M | 121 | 2024 | |
| 004 | HOOPER, LUNDY & BOOKMAN, P.C. 2018 PENSION PLAN | CashBalance | $10.4M | 94 | 2024 |
Retirement plans