Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
T. LYNN WARTHAN, M.D.
EIN 75-1477100Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
10
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M assets / 10 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
T LYNN WARTHAN MD SELF-EMPLOYED RETIREMENT PLAN
401k
Assets$3.5M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
T. LYNN WARTHAN MD CASH BALANCE PLAN
CashBalance
Assets$1.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | T LYNN WARTHAN MD SELF-EMPLOYED RETIREMENT PLAN | 401k | $3.5M | 6 | 2024 | |
| 002 | T. LYNN WARTHAN MD CASH BALANCE PLAN | CashBalance | $1.9M | 4 | 2024 |
Retirement plans