Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolio
SUNIL N. LALLA, MD, PA
EIN 65-0714124medical practiceLatest filing 2025
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
6
14171 METROPOLIS AVENUE, SUITE 202 - FORT MYERS, FL 33912239-561-2202LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M assets / 6 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
SUNIL N. LALLA, M.D., P.A. CASH BALANCE PLAN
CashBalance
Assets$4.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SUNIL N. LALLA, M.D., P.A. 401(K) PROFIT SHARING PLAN
ProfitSharing
Assets$945
Participants1
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 | SUNIL N. LALLA, M.D., P.A. CASH BALANCE PLAN | CashBalance | $4.1M | 5 | 2024 | |
| 001 | SUNIL N. LALLA, M.D., P.A. 401(K) PROFIT SHARING PLAN | ProfitSharing | $945 | 1 | 2025 |
Retirement plans