Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DEREK A LEWIS DDS PC
EIN 13-4146601medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
8
110 LOCKWOOD AVE, SUITE 200 - NEW ROCHELLE, NY 10801914-654-9736smilematters.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 8 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
DEREK A LEWIS DDS PC PROFIT SHARING PLAN
401k
Assets$1.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DEREK A LEWIS DDS PC CASH BALANCE PLAN
CashBalance
Assets$774K
Participants4
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 | DEREK A LEWIS DDS PC PROFIT SHARING PLAN | 401k | $1.9M | 4 | 2024 | |
| 002 | DEREK A LEWIS DDS PC CASH BALANCE PLAN | CashBalance | $774K | 4 | 2024 |
Retirement plans