Assets by plan
Share of aggregate retirement assets
82%top
Sponsor portfolio
LEMBO-MONTGOMERY, DDS, PA
EIN 27-3428362medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
23
438 WILLIAMSON ROAD, SUITE D - MOORESVILLE, NC 28117704-660-1120LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 23 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
LEMBO-MONTGOMERY, DDS, PA PROFIT SHARING 401K PLAN
401k
Assets$2.6M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LEMBO-MONTGOMERY, DDS, PA CASH BALANCE PLAN
CashBalance
Assets$576K
Participants8
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 | LEMBO-MONTGOMERY, DDS, PA PROFIT SHARING 401K PLAN | 401k | $2.6M | 15 | 2024 | |
| 002 | LEMBO-MONTGOMERY, DDS, PA CASH BALANCE PLAN | CashBalance | $576K | 8 | 2024 |
Retirement plans