Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LAWRENCE R. SIROTA, DO, PC
EIN 11-3490591Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
12
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.9M assets / 12 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
LAWRENCE R. SIROTA, DO, PC DEFINED BENEFIT CASH BALANCE PLAN
CashBalance
Assets$3.7M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LAWRENCE R. SIROTA, DO, PC 401(K) PROFIT SHARING PLAN
401k
Assets$1.2M
Participants7
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 | LAWRENCE R. SIROTA, DO, PC DEFINED BENEFIT CASH BALANCE PLAN | CashBalance | $3.7M | 5 | 2024 | |
| 002 | LAWRENCE R. SIROTA, DO, PC 401(K) PROFIT SHARING PLAN | 401k | $1.2M | 7 | 2024 |
Retirement plans