Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DR. JAMIE A. LIPELES, A PROFESSIONAL MEDICAL CORPORATION
EIN 27-5193669medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
48
4560 ADMIRALTY WAY, SUITE 105 - MARINA DEL REY, CA 90292310-629-2447LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 48 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
DR. JAMIE A. LIPELES 401(K) PROFIT SHARING PLAN
ProfitSharing
Assets$654K
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DR. JAMIE A. LIPELES, CASH BALANCE PLAN
CashBalance
Assets$569K
Participants22
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 | DR. JAMIE A. LIPELES 401(K) PROFIT SHARING PLAN | ProfitSharing | $654K | 26 | 2024 | |
| 002 | DR. JAMIE A. LIPELES, CASH BALANCE PLAN | CashBalance | $569K | 22 | 2024 |
Retirement plans