Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LANCE H. BROWN, M.D., P.L.L.C.
EIN 20-8858639medical practiceLatest filing 2024
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
27
10 WEST 15TH STREET - NEW YORK, NY 10011212-924-7546drlancebrown.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 27 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
LANCE H. BROWN, M.D., P.L.L.C. CASH BALANCE PLAN
CashBalance
Assets$3.5M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LANCE H. BROWN, M.D., P.L.L.C. PROFIT SHARING PLAN
401k
Assets$768K
Participants14
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 | LANCE H. BROWN, M.D., P.L.L.C. CASH BALANCE PLAN | CashBalance | $3.5M | 13 | 2024 | |
| 001 | LANCE H. BROWN, M.D., P.L.L.C. PROFIT SHARING PLAN | 401k | $768K | 14 | 2024 |
Retirement plans