Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEPHEN J. LIPPITZ, D.D.S., LTD.
EIN 36-4133094Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$7.1M assets
Welfare
0
Participants
23
1500 SHERMER ROAD, SUITE 100 - NORTHBROOK, IL 60062773-508-5588
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.1M assets / 23 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
STEPHEN J. LIPPITZ, D.D.S., LTD. PROFIT SHARING PLAN
401k
Assets$4.2M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STEPHEN J. LIPPITZ, D.D.S., LTD. CASH BALANCE PENSION PLAN
CashBalance
Assets$2.9M
Participants11
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 | STEPHEN J. LIPPITZ, D.D.S., LTD. PROFIT SHARING PLAN | 401k | $4.2M | 12 | 2024 | |
| 002 | STEPHEN J. LIPPITZ, D.D.S., LTD. CASH BALANCE PENSION PLAN | CashBalance | $2.9M | 11 | 2024 |
Retirement plans