Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LONNIE HARRISON, P.A.
EIN 27-1105378medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
16
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 16 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#001
LONNIE HARRISON, P.A. DEFINED BENEFIT PENSION PLA
CashBalance
Assets$3.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LONNIE HARRISON, P.A. 401(K) PROFIT SHARING PLAN
ProfitSharing
Assets$188K
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 | |
|---|---|---|---|---|---|---|
| 001 | LONNIE HARRISON, P.A. DEFINED BENEFIT PENSION PLA | CashBalance | $3.3M | 5 | 2024 | |
| 002 | LONNIE HARRISON, P.A. 401(K) PROFIT SHARING PLAN | ProfitSharing | $188K | 11 | 2024 |
Retirement plans