Assets by plan
Share of aggregate retirement assets
74%top
Sponsor portfolio
LAKELAND PERIODONTICS, INC.
EIN 59-3737600medical practiceLatest filing 2025
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
37
3003 S. FLORIDA AVE., STE. 201 - LAKELAND, FL 338034050863-687-9227lakelandperio.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.9M assets / 37 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
LAKELAND PERIODONTICS, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST
401k
Assets$3.7M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LAKELAND PERIODONTICS, INC. CASH BALANCE PLAN AND TRUST
CashBalance
Assets$1.3M
Participants18
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 | LAKELAND PERIODONTICS, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST | 401k | $3.7M | 19 | 2025 | |
| 002 | LAKELAND PERIODONTICS, INC. CASH BALANCE PLAN AND TRUST | CashBalance | $1.3M | 18 | 2025 |
Retirement plans