Assets by plan
Share of aggregate retirement assets
77%top
Sponsor portfolio
LUIS H. LUGO-ARRENDELL, M.D., P.A.
EIN 65-0614531Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$5.1M assets
Welfare
0
Participants
22
7400 PEPPERTREEE CIR N - DAVIE, FL 33314954-442-6090
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.1M assets / 22 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
LUIS H. LUGO-ARRENDELL, M.D., P.A. 401(K) PLAN
401k
Assets$4.0M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LUIS H. LUGO-ARRENDELL, M.D., P.A. CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants10
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 | LUIS H. LUGO-ARRENDELL, M.D., P.A. 401(K) PLAN | 401k | $4.0M | 12 | 2025 | |
| 002 | LUIS H. LUGO-ARRENDELL, M.D., P.A. CASH BALANCE PLAN | CashBalance | $1.2M | 10 | 2024 |
Retirement plans