Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FONG LU, PHYSICIAN, P.C.
EIN 06-1569754Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$22.5M assets
Welfare
0
Participants
6
70 GRISTMILL LANE - MANHASSET, NY 11030516-365-9725
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $22.5M assets / 6 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#002
FONG LU, PHYSICIAN, PC. 401(K) PROFIT SHARING PLAN
401k
Assets$14.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
FONG LU, PHYSICIAN, PC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$8.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FONG LU, PHYSICIAN, PC. 401(K) PROFIT SHARING PLAN | 401k | $14.3M | 3 | 2024 | |
| 001 | FONG LU, PHYSICIAN, PC. DEFINED BENEFIT PLAN | TraditionalDB | $8.2M | 3 | 2024 |
Retirement plans