Assets by plan
Share of aggregate retirement assets
Filings through .
Hooper, Lundy & Bookman, P.C.
EIN 95-4109805law practiceLatest filing 2025
Plans
3
Retirement
3
$95.6M assets
Health & Benefits
0
Participants
351
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 / $95.6M assets / 351 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
HOOPER, LUNDY & BOOKMAN, INC. 401(K) PLAN
401(k)
Assets$62.7M
Participants146
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
HOOPER, LUNDY, & BOOKMAN, INC. PROFIT SHARING PLAN
Profit-sharing
Assets$24.1M
Participants127
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
HOOPER, LUNDY & BOOKMAN, P.C. 2018 PENSION PLAN
Cash balance
Assets$8.8M
Participants78
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HOOPER, LUNDY & BOOKMAN, INC. 401(K) PLAN | 401(k) | $62.7M | 146 | 2025 |
| #003 | HOOPER, LUNDY, & BOOKMAN, INC. PROFIT SHARING PLAN | Profit-sharing | $24.1M | 127 | 2025 |
| #004 | HOOPER, LUNDY & BOOKMAN, P.C. 2018 PENSION PLAN | Cash balance | $8.8M | 78 | 2025 |
- #001 · 401(k) · 2025146
- #003 · Profit-sharing · 2025127
- #004 · Cash balance · 202578
Retirement plans