Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHICAGO INSTITUTE OF ADVANCED SURGERY
EIN 46-1920478medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
30
200 WEST SUPERIOR STREET, SUITE 300 - CHICAGO, IL 60654773-327-6800drlutfi.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 30 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
CHICAGO INSTITUTE OF ADVANCED SURGERY 401(K) PLAN
401k
Assets$1.6M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CHICAGO INSTITUTE OF ADVANCED SURGERY CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants13
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 | CHICAGO INSTITUTE OF ADVANCED SURGERY 401(K) PLAN | 401k | $1.6M | 17 | 2025 | |
| 002 | CHICAGO INSTITUTE OF ADVANCED SURGERY CASH BALANCE PLAN | CashBalance | $1.3M | 13 | 2024 |
Retirement plans