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  2. LAWRENCE M. LOZADA D.D.S. PROF CORP
Sponsor portfolio

LAWRENCE M. LOZADA D.D.S. PROF CORP

EIN 26-0739373-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$859K assets
Welfare
0
Participants
15
24148 LYONS AVE. - NEWHALL, CA 91321661-799-3920
Plans on this EIN
2 filings
#002TraditionalDB-$638K - 3 part#001401k-$222K - 12 part

Retirement portfolio analytics

2 plans aggregated / $859K assets / 15 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • DEFINED BENEFIT PLAN (#002)74%
  • CORP 401K PLAN (#001)26%
Total $859KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CORP 401K PLAN (#001)12
  • DEFINED BENEFIT PLAN (#002)3
Total 15Click 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

LAWRENCE M. LOZADA D.D.S. PROF CORP DEFINED BENEFIT PLAN

TraditionalDB

Assets$638K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

LAWRENCE M. LOZADA D.D.S. PROF CORP 401K PLAN

401k

Assets$222K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LAWRENCE M. LOZADA D.D.S. PROF CORP DEFINED BENEFIT PLANTraditionalDB$638K32024
001LAWRENCE M. LOZADA D.D.S. PROF CORP 401K PLAN401k$222K122024
Retirement plans
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