Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LANA BOTER, MD, PLLC
EIN 46-2831331Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
8
161 MADISON AVENUE, RM 9SW - NEW YORK, NY 10016212-213-1123
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 8 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
LANA BOTER, MD, PLLC CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LANA BOTER, MD, PLLC 401(K) PROFIT SHARING PLAN
401k
Assets$245K
Participants3
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 | LANA BOTER, MD, PLLC CASH BALANCE PLAN | CashBalance | $1.5M | 5 | 2025 | |
| 002 | LANA BOTER, MD, PLLC 401(K) PROFIT SHARING PLAN | 401k | $245K | 3 | 2024 |
Retirement plans