Assets by plan
Share of aggregate retirement assets
80%top
Sponsor portfolio
LIZELLEN LA FOLLETTE MD, INC.
EIN 68-0428315medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
15
599 SIR FRANCIS DRAKE, SUITE 301 - GREENBRAE, CA 94904415-461-1949LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 15 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
LIZELLEN LA FOLLETTE MD, INC. 401(K) PLAN & TRUST
401k
Assets$1.8M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LIZELLEN LA FOLLETTE, M.D., INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$443K
Participants3
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 | LIZELLEN LA FOLLETTE MD, INC. 401(K) PLAN & TRUST | 401k | $1.8M | 12 | 2025 | |
| 002 | LIZELLEN LA FOLLETTE, M.D., INC. CASH BALANCE PENSION PLAN | CashBalance | $443K | 3 | 2024 |
Retirement plans