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Sponsor portfolio

THOMAS LAVIN, INC.

EIN 95-4789663-design-Latest filing 2025
Plans
3
Retirement
3
$6.3M assets
Welfare
0
Participants
104
8687 MELROSE AVE, SUITE B310 - LOS ANGELES, CA 90069310-278-2456thomaslavin.comLinkedIn1-10 employeesdesign
Plans on this EIN
3 filings
#003TraditionalDB-$3.1M - 24 part#001401k-$2.0M - 37 part#004ProfitSharing-$1.2M - 43 part

Retirement portfolio analytics

3 plans aggregated / $6.3M assets / 104 participants

Assets by plan

Share of aggregate retirement assets

49%top
  • PENSION PLAN #2 (#003)49%
  • PROFIT SHARING PLAN (#001)32%
  • PROFIT SHARING PLAN (#004)18%
Total $6.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#004)43
  • PROFIT SHARING PLAN (#001)37
  • PENSION PLAN #2 (#003)24
Total 104Click 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#003

THOMAS LAVIN, INC. DEFINED BENEFIT PENSION PLAN #2

TraditionalDB

Assets$3.1M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

THOMAS LAVIN, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$2.0M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004

THOMAS LAVIN, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$1.2M
Participants43
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003THOMAS LAVIN, INC. DEFINED BENEFIT PENSION PLAN #2TraditionalDB$3.1M242025
001THOMAS LAVIN, INC. 401(K) PROFIT SHARING PLAN401k$2.0M372025
004THOMAS LAVIN, INC. PROFIT SHARING PLANProfitSharing$1.2M432025
Retirement plans
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