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Sponsor portfolio

LIFELONG MEDICAL PC

EIN 11-3562147-e-learning-Latest filing 2025
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
27
2569 OCEAN AVE - BROOKLYN, NY 11229917-753-5853lifelongmba.comLinkedIn1-10 employeese-learning
Plans on this EIN
2 filings
#002401k-$2.7M - 18 part#001CashBalance-$1.9M - 9 part

Retirement portfolio analytics

2 plans aggregated / $4.7M assets / 27 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • LIFELONG MEDICAL 401(K) (#002)59%
  • CASH BALANCE PLAN (#001)41%
Total $4.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LIFELONG MEDICAL 401(K) (#002)18
  • CASH BALANCE PLAN (#001)9
Total 27Click 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#002

LIFELONG MEDICAL 401(K) PLAN

401k

Assets$2.7M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LIFELONG MEDICAL PC CASH BALANCE PLAN

CashBalance

Assets$1.9M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LIFELONG MEDICAL 401(K) PLAN401k$2.7M182025
001LIFELONG MEDICAL PC CASH BALANCE PLANCashBalance$1.9M92024
Retirement plans
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