Assets by plan
Share of aggregate retirement assets
87%top
Sponsor portfolio
LEWRIGHT FAMILY AND COSMETIC DENTISTRY PARTNERSHIP
EIN 27-4243312medical practiceLatest filing 2024
Plans
2
Retirement
2
$10.5M assets
Welfare
0
Participants
43
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.5M assets / 43 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
LEWRIGHT FAMILY AND COSMETIC DENTISTRY RETIREMENT PLAN & TRUST
401k
Assets$9.1M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LEWRIGHT FAMILY AND COSMETIC DENTISTRY DEFINED BENEFIT PENSION PLAN & TRUST
CashBalance
Assets$1.4M
Participants14
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 | LEWRIGHT FAMILY AND COSMETIC DENTISTRY RETIREMENT PLAN & TRUST | 401k | $9.1M | 29 | 2024 | |
| 002 | LEWRIGHT FAMILY AND COSMETIC DENTISTRY DEFINED BENEFIT PENSION PLAN & TRUST | CashBalance | $1.4M | 14 | 2024 |
Retirement plans