Assets by plan
Share of aggregate retirement assets
80%top
Sponsor portfolio
TANIA PAQUIN LOZANO, M.D., P.A.
EIN 59-3666290Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
4
6101 WEBB ROAD, SUITE 202 - TAMPA, FL 33615813-901-5038
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 4 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
TANIA PAQUIN LOZANO, M.D., P.A. CASH BALANCE PLAN
CashBalance
Assets$937K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TANIA PAQUIN LOZANO, M.D., P.A. 401(K) PLAN
401k
Assets$233K
Participants2
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 | TANIA PAQUIN LOZANO, M.D., P.A. CASH BALANCE PLAN | CashBalance | $937K | 2 | 2024 | |
| 002 | TANIA PAQUIN LOZANO, M.D., P.A. 401(K) PLAN | 401k | $233K | 2 | 2024 |
Retirement plans