Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHANKAR LAKSHMAN, MD MEDICAL INC. DBA PASADENA SURGEONS
EIN 75-3217882Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$525K assets
Welfare
0
Participants
9
10 CONGRESS ST, SUITE 360 - PASADENA, CA 91105626-683-9080
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $525K assets / 9 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
SHANKAR LAKSHMAN, MD MEDICAL INC. DBA PASADENA SURGEONS CASH BALANCE PENSION PLAN
CashBalance
Assets$429K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SHANKAR LAKSHMAN, MD MEDICAL INC. DBA PASADENA SURGEONS PROFIT SHARING PLAN
ProfitSharing
Assets$96K
Participants5
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 | SHANKAR LAKSHMAN, MD MEDICAL INC. DBA PASADENA SURGEONS CASH BALANCE PENSION PLAN | CashBalance | $429K | 4 | 2024 | |
| 001 | SHANKAR LAKSHMAN, MD MEDICAL INC. DBA PASADENA SURGEONS PROFIT SHARING PLAN | ProfitSharing | $96K | 5 | 2024 |
Retirement plans