Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
A. SIDNEY LYONS, D.M.D.
EIN 23-2595966Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$6.0M assets
Welfare
0
Participants
23
416 WEST BROAD STREET - QUAKERTOWN, PA 18951215-538-9505
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.0M assets / 23 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
A. SIDNEY LYONS, D.M.D. PROFIT SHARING PLAN
401k
Assets$4.5M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
A. SIDNEY LYONS, D.M.D. CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants11
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 | A. SIDNEY LYONS, D.M.D. PROFIT SHARING PLAN | 401k | $4.5M | 12 | 2024 | |
| 003 | A. SIDNEY LYONS, D.M.D. CASH BALANCE PLAN | CashBalance | $1.5M | 11 | 2024 |
Retirement plans