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Sponsor portfolio

LISA W. PATE

EIN 23-2843212-medical practice-Latest filing 2025
Plans
2
Retirement
2
$524K assets
Welfare
0
Participants
6
524 GREENBRIAR ROAD, SUITE 1 - YORK, PA 174041335717-767-9855LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$264K - 2 part#001401k-$260K - 4 part

Retirement portfolio analytics

2 plans aggregated / $524K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • CASH BALANCE PLAN (#002)50%
  • W. PATE 401(K) (#001)50%
Total $524KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • W. PATE 401(K) (#001)4
  • CASH BALANCE PLAN (#002)2
Total 6Click 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

LISA W. PATE CASH BALANCE PLAN

CashBalance

Assets$264K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LISA W. PATE 401(K) PLAN

401k

Assets$260K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LISA W. PATE CASH BALANCE PLANCashBalance$264K22025
001LISA W. PATE 401(K) PLAN401k$260K42025
Retirement plans
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