Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LAKE REGION MEDICAL GROUP, P.A.
EIN 27-2451481medical practiceLatest filing 2025
Plans
2
Retirement
2
$49.0M assets
Welfare
0
Participants
177
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $49.0M assets / 177 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#005
LAKE REGION MEDICAL GROUP, P. A. 401(K) & PROFIT SHARING PLAN
401k
Assets$43.2M
Participants122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007
LAKE REGION MEDICAL GROUP, P. A. CASH BALANCE PLAN
CashBalance
Assets$5.7M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | LAKE REGION MEDICAL GROUP, P. A. 401(K) & PROFIT SHARING PLAN | 401k | $43.2M | 122 | 2025 | |
| 007 | LAKE REGION MEDICAL GROUP, P. A. CASH BALANCE PLAN | CashBalance | $5.7M | 55 | 2025 |
Retirement plans