Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EDWARD J. LIS JR. DO
EIN 20-2061830hospital & health careLatest filing 2025
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
11
9475 HOLLY ROAD, SUITE 204 - GRAND BLANC, MI 48439810-354-9200LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 11 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
EDWARD J. LIS JR., DO 401(K) PROFIT SHARING PLAN
401k
Assets$2.7M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EDWARD J. LIS, JR., DO CASH BALANCE PLAN
CashBalance
Assets$464K
Participants5
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 | EDWARD J. LIS JR., DO 401(K) PROFIT SHARING PLAN | 401k | $2.7M | 6 | 2025 | |
| 002 | EDWARD J. LIS, JR., DO CASH BALANCE PLAN | CashBalance | $464K | 5 | 2025 |
Retirement plans