Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AMY B. LEWIS, M.D., P.C.
EIN 13-4034605health, wellness and fitnessLatest filing 2024
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
52
120 E. 75TH STREET - NEW YORK, NY 10021914-273-8900amyblewismd.comLinkedIn1-10 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M assets / 52 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
AMY B. LEWIS, M.D., P.C. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$4.5M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AMY B. LEWIS, M.D., P.C. PROFIT SHARING PLAN
401k
Assets$966K
Participants22
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 | AMY B. LEWIS, M.D., P.C. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $4.5M | 30 | 2024 | |
| 002 | AMY B. LEWIS, M.D., P.C. PROFIT SHARING PLAN | 401k | $966K | 22 | 2024 |
Retirement plans