Assets by plan
Share of aggregate retirement assets
52%top
Sponsor portfolio
LYLE D. KURTZ, M.D., INC.
EIN 20-5308118medical devicesLatest filing 2025
Plans
2
Retirement
2
$9.4M assets
Welfare
0
Participants
10
8920 WILSHIRE BOULEVARD, SUITE 323 - BEVERLY HILLS, CA 90211310-855-1551lylekurtz.comLinkedIn1-10 employeesmedical devices
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.4M assets / 10 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
LYLE D. KURTZ, M.D., INC. CASH BALANCE PLAN
CashBalance
Assets$4.9M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
LYLE D. KURTZ, M.D., INC. 401(K) PLAN
401k
Assets$4.5M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LYLE D. KURTZ, M.D., INC. CASH BALANCE PLAN | CashBalance | $4.9M | 5 | 2025 | |
| 001 | LYLE D. KURTZ, M.D., INC. 401(K) PLAN | 401k | $4.5M | 5 | 2025 |
Retirement plans