Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $10.7M assets / 26 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Traditional DB
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PETER C. LIM M.D., LTD. RETIREMENT PLAN | Traditional DB | $6.8M | 10 | 2024 |
| #002 | PETER C. LIM, M.D., LTD. 401(K) PLAN | 401(k) | $4.0M | 16 | 2025 |