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  2. LAUREN S. CAMPBELL, M.D., P.A.
Sponsor portfolio

LAUREN S. CAMPBELL, M.D., P.A.

EIN 46-2926179-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
62
310 PAUL REVERE DRIVE - HOUSTON, TX 770246111832-455-9822
Plans on this EIN
2 filings
#001401k-$2.6M - 34 part#003CashBalance-$692K - 28 part

Retirement portfolio analytics

2 plans aggregated / $3.2M assets / 62 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • M.D., P.A. 401(K) (#001)79%
  • CASH BALANCE PENSION (#003)21%
Total $3.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • M.D., P.A. 401(K) (#001)34
  • CASH BALANCE PENSION (#003)28
Total 62Click 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

LAUREN S. CAMPBELL, M.D., P.A. 401(K) PLAN

401k

Assets$2.6M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

LAUREN S. CAMPBELL, M.D., P.A. CASH BALANCE PENSION PLAN

CashBalance

Assets$692K
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LAUREN S. CAMPBELL, M.D., P.A. 401(K) PLAN401k$2.6M342024
003LAUREN S. CAMPBELL, M.D., P.A. CASH BALANCE PENSION PLANCashBalance$692K282024
Retirement plans
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