Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LUZ A. FELDMANN, M.D., LTD.
EIN 20-2287222medical practiceLatest filing 2025
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
8
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.0M 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#002
LUZ A FELDMANN, MD LTD EMPLOYEES' CASH BALANCE PLAN
CashBalance
Assets$2.4M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LUZ A. FELDMANN, M.D., LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN
401k
Assets$1.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LUZ A FELDMANN, MD LTD EMPLOYEES' CASH BALANCE PLAN | CashBalance | $2.4M | 5 | 2025 | |
| 001 | LUZ A. FELDMANN, M.D., LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN | 401k | $1.5M | 3 | 2025 |
Retirement plans