Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PANDYA-LIPMAN EYE SPECIALISTS, PLLC
EIN 20-8560909medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
15
3964 GOODMAN ROAD E., SUITE 125 - SOUTHAVEN, MS 386726494662-890-7361pandyalipmaneye.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 15 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
PANDYA-LIPMAN 401(K) PLAN
401k
Assets$1.5M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PANDYA-LIPMAN EYE SPECIALIST, PLLC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.1M
Participants7
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 | PANDYA-LIPMAN 401(K) PLAN | 401k | $1.5M | 8 | 2024 | |
| 002 | PANDYA-LIPMAN EYE SPECIALIST, PLLC CASH BALANCE PENSION PLAN | CashBalance | $1.1M | 7 | 2024 |
Retirement plans