Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RODRIGO LAGOS, DDS, INC.
EIN 30-0431194medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
18
103 BEL CANTO CT. - PALM DESERT, CA 92211760-902-3107palmdesertperiodontist.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 18 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
LAKES RETIREMENT PLAN
TraditionalDB
Assets$1.1M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
RODRIGO LAGOS DDS, INC. 401(K) PLAN
401k
Assets$980K
Participants10
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 | LAKES RETIREMENT PLAN | TraditionalDB | $1.1M | 8 | 2024 | |
| 001 | RODRIGO LAGOS DDS, INC. 401(K) PLAN | 401k | $980K | 10 | 2024 |
Retirement plans