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  2. STEVEN K. LIN, M.D., P.A.
Sponsor portfolio

STEVEN K. LIN, M.D., P.A.

EIN 27-3390698-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
4
1710 SOUTH BLVD - HOUSTON, TX 77098314-443-7838
Plans on this EIN
2 filings
#002CashBalance-$2.0M - 2 part#001401k-$552K - 2 part

Retirement portfolio analytics

2 plans aggregated / $2.6M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • CASH BALANCE PLAN (#002)78%
  • M.D., P.A. 401(K) (#001)22%
Total $2.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)2
  • M.D., P.A. 401(K) (#001)2
Total 4Click 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

STEVEN K LIN, M.D., P.A. CASH BALANCE PLAN

CashBalance

Assets$2.0M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

STEVEN K. LIN, M.D., P.A. 401(K) PLAN

401k

Assets$552K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002STEVEN K LIN, M.D., P.A. CASH BALANCE PLANCashBalance$2.0M22025
001STEVEN K. LIN, M.D., P.A. 401(K) PLAN401k$552K22025
Retirement plans
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