Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DR. LOTZOF ORTHODONTICS, A PROFESSIONAL DENTAL CORPORATION
EIN 33-0861361Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$8.6M assets
Welfare
0
Participants
27
4320 GENESEE AVE, #206 - SAN DIEGO, CA 92117858-279-6210
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.6M assets / 27 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
LAWRENCE P LOTZOF, DDS, APC 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$5.1M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LAWRENCE P LOTZOF, DDS, APC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.5M
Participants13
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 | LAWRENCE P LOTZOF, DDS, APC 401(K) RETIREMENT SAVINGS PLAN | 401k | $5.1M | 14 | 2025 | |
| 002 | LAWRENCE P LOTZOF, DDS, APC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.5M | 13 | 2025 |
Retirement plans