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  2. LORRAINE HANNA, DDS
Sponsor portfolio

LORRAINE HANNA, DDS

EIN 38-3226266-medical practice-Latest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
19
4017 W. MAIN STREET, SUITE 300 - KALAMAZOO, MI 490063731269-349-3203LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$2.3M - 11 part#002CashBalance-$452K - 8 part

Retirement portfolio analytics

2 plans aggregated / $2.8M assets / 19 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • HANNA, DDS 401(K) (#001)84%
  • CASH BALANCE PLAN (#002)16%
Total $2.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HANNA, DDS 401(K) (#001)11
  • CASH BALANCE PLAN (#002)8
Total 19Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LORRAINE HANNA, DDS 401(K) PLAN

401k

Assets$2.3M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LORRAINE HANNA, DDS CASH BALANCE PLAN

CashBalance

Assets$452K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LORRAINE HANNA, DDS 401(K) PLAN401k$2.3M112025
002LORRAINE HANNA, DDS CASH BALANCE PLANCashBalance$452K82024
Retirement plans
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