Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAMES C LISAK, MD
EIN 04-2965446Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$978K assets
Welfare
0
Participants
4
360 FAUNCE CORNER RD UNIT 3 - NORTH DARTMOUTH, MA 027476242774-526-4480
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $978K assets / 4 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
JAMES C LISAK, MD PROFIT SHARING KEOGH PLAN
ProfitSharing
Assets$539K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JAMES C LISAK, MD MONEY PURCHASE KEOGH PLAN
MoneyPurchase
Assets$439K
Participants2
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 | JAMES C LISAK, MD PROFIT SHARING KEOGH PLAN | ProfitSharing | $539K | 2 | 2025 | |
| 002 | JAMES C LISAK, MD MONEY PURCHASE KEOGH PLAN | MoneyPurchase | $439K | 2 | 2025 |
Retirement plans