Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LAKEWOOD CARDIOVASCULAR CONSULTANTS, PA
EIN 20-8255024medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
28
6310 HEALTH PARK WAY, STE. 230 - BRADENTON, FL 34202941-907-1113lakewoodcardiovascular.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 28 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
LAKEWOOD CARDIOVASCULAR CONSULTANTS, PA 401(K) PLAN
401k
Assets$2.2M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LAKEWOOD CARDIOVASCULAR CONSULTANTS, PA CASH BALANCE PLAN
CashBalance
Assets$789K
Participants13
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 | LAKEWOOD CARDIOVASCULAR CONSULTANTS, PA 401(K) PLAN | 401k | $2.2M | 15 | 2024 | |
| 002 | LAKEWOOD CARDIOVASCULAR CONSULTANTS, PA CASH BALANCE PLAN | CashBalance | $789K | 13 | 2024 |
Retirement plans