PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. LAWRENCE L. LIN MD PROFESSIONAL CORPORATION
Sponsor portfolio

LAWRENCE L. LIN MD PROFESSIONAL CORPORATION

EIN 20-4428396-medical practice-Latest filing 2025
Plans
2
Retirement
2
$5.1M assets
Welfare
0
Participants
13
1000 NEWBURY ROAD, SUITE 165 - THOUSAND OAKS, CA 91320805-496-9970smallscargyn.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$3.4M - 6 part#001401k-$1.7M - 7 part

Retirement portfolio analytics

2 plans aggregated / $5.1M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • PROFESSIONAL CORPORATION PENSI... (#002)67%
  • CORPORATION RETIREMENT PLAN (#001)33%
Total $5.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CORPORATION RETIREMENT PLAN (#001)7
  • PROFESSIONAL CORPORATION PENSI... (#002)6
Total 13Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LAWRENCE LIN MD PROFESSIONAL CORPORATION PENSION PLAN

CashBalance

Assets$3.4M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LAWRENCE L. LIN MD PROFESSIONAL CORPORATION RETIREMENT PLAN

401k

Assets$1.7M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LAWRENCE LIN MD PROFESSIONAL CORPORATION PENSION PLANCashBalance$3.4M62025
001LAWRENCE L. LIN MD PROFESSIONAL CORPORATION RETIREMENT PLAN401k$1.7M72025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica