Assets by plan
Share of aggregate retirement assets
59%top
Sponsor portfolio
DR. SHARON LAMM-HARTMAN, INC.
EIN 27-5014132Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
10
P.O. BOX 7854 - CAVE CREEK, AZ 85327480-502-4766
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 10 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#002
DR. SHARON LAMM-HARTMAN, INC. - IOL DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.7M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DR. SHARON LAMM-HARTMAN, INC. - IOL 401(K) PLAN
401k
Assets$1.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DR. SHARON LAMM-HARTMAN, INC. - IOL DEFINED BENEFIT PLAN | TraditionalDB | $1.7M | 4 | 2024 | |
| 001 | DR. SHARON LAMM-HARTMAN, INC. - IOL 401(K) PLAN | 401k | $1.1M | 6 | 2024 |
Retirement plans