Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAMES E. LUPI, DDS, PC
EIN 20-2038698medical practiceLatest filing 2025
Plans
3
Retirement
3
$5.1M assets
Welfare
0
Participants
31
471 GARRISONVILLE ROAD, SUITE 101 - STAFFORD, VA 22554540-720-4178LinkedIn11-50 employeesmedical practice
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $5.1M assets / 31 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
JAMES E. LUPI, DDS, PC 401(K) PLAN
401k
Assets$4.9M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JAMES E. LUPI, DDS, PC CASH BALANCE PLAN
CashBalance
Assets$274K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
JAMES E. LUPI, DDS, PC PROFIT SHARING PLAN
ProfitSharing
Assets$24K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JAMES E. LUPI, DDS, PC 401(K) PLAN | 401k | $4.9M | 11 | 2025 | |
| 002 | JAMES E. LUPI, DDS, PC CASH BALANCE PLAN | CashBalance | $274K | 7 | 2025 | |
| 003 | JAMES E. LUPI, DDS, PC PROFIT SHARING PLAN | ProfitSharing | $24K | 13 | 2025 |
Retirement plans