Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LAKESIDE HEART AND VASCULAR,PLLC
EIN 27-5409293medical practiceLatest filing 2024
Plans
2
Retirement
2
$6.4M assets
Welfare
0
Participants
83
2082 MESQUITE AVE., STE 100 - LAKE HAVASU CITY, AZ 86403928-453-2727lakesideheart.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.4M assets / 83 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
LAKESIDE HEART AND VASCULAR, PLLC CASH BALANCE PENSION PLAN
CashBalance
Assets$4.2M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
LAKESIDE HEART AND VASCULAR 401(K) PROFIT SHARING PLAN
401k
Assets$2.2M
Participants61
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LAKESIDE HEART AND VASCULAR, PLLC CASH BALANCE PENSION PLAN | CashBalance | $4.2M | 22 | 2024 | |
| 001 | LAKESIDE HEART AND VASCULAR 401(K) PROFIT SHARING PLAN | 401k | $2.2M | 61 | 2024 |
Retirement plans