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  2. SOUTH LAKE MEDICAL CENTER, INC.
Sponsor portfolio

SOUTH LAKE MEDICAL CENTER, INC.

EIN 20-8666890-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$5.2M assets
Welfare
0
Participants
44
1950 HOSPITAL VIEW WAY - CLERMONT, FL 34711352-243-3443southlakemedicalspa.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#002CashBalance-$3.5M - 19 part#001401k-$1.7M - 25 part

Retirement portfolio analytics

2 plans aggregated / $5.2M assets / 44 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • CASH BALANCE PLAN (#002)68%
  • PLAN AND TRUST (#001)32%
Total $5.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)25
  • CASH BALANCE PLAN (#002)19
Total 44Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SOUTH LAKE MEDICAL CENTER, INC. CASH BALANCE PLAN

CashBalance

Assets$3.5M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

SOUTH LAKE MEDICAL CENTER, INC. 401K PROFIT SHARING PLAN AND TRUST

401k

Assets$1.7M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SOUTH LAKE MEDICAL CENTER, INC. CASH BALANCE PLANCashBalance$3.5M192025
001SOUTH LAKE MEDICAL CENTER, INC. 401K PROFIT SHARING PLAN AND TRUST401k$1.7M252025
Retirement plans
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