Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THOMAS LYO MEDICAL PC
EIN 20-0740539accountingLatest filing 2025
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
13
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.7M assets / 13 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
THOMAS LYO MEDICAL PC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$4.8M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THOMAS LYO MEDICAL PC PROFIT SHARING PLAN
ProfitSharing
Assets$932K
Participants8
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 | THOMAS LYO MEDICAL PC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $4.8M | 5 | 2025 | |
| 002 | THOMAS LYO MEDICAL PC PROFIT SHARING PLAN | ProfitSharing | $932K | 8 | 2025 |
Retirement plans