Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PETER C. LIM, M.D., LTD.
EIN 36-4572218medical practiceLatest filing 2025
Plans
2
Retirement
2
$10.7M assets
Welfare
0
Participants
26
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.7M assets / 26 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
PETER C. LIM M.D., LTD. RETIREMENT PLAN
TraditionalDB
Assets$6.8M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PETER C. LIM, M.D., LTD. 401(K) PLAN
401k
Assets$4.0M
Participants16
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 | PETER C. LIM M.D., LTD. RETIREMENT PLAN | TraditionalDB | $6.8M | 10 | 2024 | |
| 002 | PETER C. LIM, M.D., LTD. 401(K) PLAN | 401k | $4.0M | 16 | 2025 |
Retirement plans