Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SONALI LAL PHYSICIAN, PC
EIN 45-4092635Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
52
240 WEST 73RD STREET - NEW YORK, NY 10023212-362-4742
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 52 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
SONALI LAL, MD 401(K) PROFIT SHARING PLAN
401k
Assets$2.3M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
SONALI LAL, MD CASH BALANCE PLAN
CashBalance
Assets$1.9M
Participants12
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 | SONALI LAL, MD 401(K) PROFIT SHARING PLAN | 401k | $2.3M | 40 | 2024 | |
| 002 | SONALI LAL, MD CASH BALANCE PLAN | CashBalance | $1.9M | 12 | 2024 |
Retirement plans