Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WILLIAM J LACKEY, MD, PC
EIN 46-3740300Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
14
9020 5TH AVENUE - BROOKLYN, NY 11029917-275-2241
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 14 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#002
WILLIAM J LACKEY, MD, PC CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WILLIAM J LACKEY, MD, PC 401(K) PROFIT SHARING PLAN
401k
Assets$290K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WILLIAM J LACKEY, MD, PC CASH BALANCE PLAN | CashBalance | $1.1M | 7 | 2024 | |
| 001 | WILLIAM J LACKEY, MD, PC 401(K) PROFIT SHARING PLAN | 401k | $290K | 7 | 2024 |
Retirement plans