Assets by plan
Share of aggregate retirement assets
77%top
Sponsor portfolio
CENTER FOR ADVANCED LIPID MANAGEMENT
EIN 27-2125821medical practiceLatest filing 2025
Plans
2
Retirement
2
$614K assets
Welfare
0
Participants
7
6675 BOOKER T WASHINGTON HWY - WIRTZ, VA 24184540-580-4992advancedlipidmanagement.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $614K assets / 7 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
CENTER FOR ADVANCED LIPID MANAGEMENT 401(K) P/S PLAN
401k
Assets$474K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CENTER FOR ADVANCED LIPID MANAGEMENT CASH BALANCE PLAN
CashBalance
Assets$139K
Participants2
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 | CENTER FOR ADVANCED LIPID MANAGEMENT 401(K) P/S PLAN | 401k | $474K | 5 | 2025 | |
| 002 | CENTER FOR ADVANCED LIPID MANAGEMENT CASH BALANCE PLAN | CashBalance | $139K | 2 | 2025 |
Retirement plans