Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RICHARD LEBOVICZ ORTHO, LLC
EIN 47-3349894medical practiceLatest filing 2024
Plans
2
Retirement
2
$11.6M assets
Welfare
0
Participants
41
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.6M assets / 41 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
RICHARD LEBOVICZ ORTHO, LLC CROSS TESTED PROFIT SHARING PLAN
ProfitSharing
Assets$9.6M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
RICHARD LEBOVICZ ORTHO, LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.9M
Participants14
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 | RICHARD LEBOVICZ ORTHO, LLC CROSS TESTED PROFIT SHARING PLAN | ProfitSharing | $9.6M | 27 | 2024 | |
| 003 | RICHARD LEBOVICZ ORTHO, LLC DEFINED BENEFIT PLAN | TraditionalDB | $1.9M | 14 | 2024 |
Retirement plans