Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LIFESPAN MEDICAL SERVICES, LLC
EIN 20-5677759medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
13
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 13 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
LIFESPAN MEDICAL SERVICES, LLC CASH BALANCE PLAN
CashBalance
Assets$2.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LIFESPAN MEDICAL SERVICES, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$183K
Participants10
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 | LIFESPAN MEDICAL SERVICES, LLC CASH BALANCE PLAN | CashBalance | $2.3M | 3 | 2024 | |
| 001 | LIFESPAN MEDICAL SERVICES, LLC 401(K) PROFIT SHARING PLAN | 401k | $183K | 10 | 2024 |
Retirement plans