Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TRACEY L. LYSANDER, D.D.S., PROFESSIONAL CORPORA
EIN 20-8572773Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
14
12667 GALLION COURT - SAN DIEGO, CA 92128858-204-3826
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 14 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
TRACEY L. LYSANDER, D.D.S., PROFESSIONAL CORPORATION CASH BALANCE PENSION PLAN
CashBalance
Assets$1.2M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TRACEY L. LYSANDER, D.D.S., PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN
401k
Assets$695K
Participants5
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 | TRACEY L. LYSANDER, D.D.S., PROFESSIONAL CORPORATION CASH BALANCE PENSION PLAN | CashBalance | $1.2M | 9 | 2024 | |
| 002 | TRACEY L. LYSANDER, D.D.S., PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN | 401k | $695K | 5 | 2024 |
Retirement plans