Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BRIAN A. LENSER, M.D.
EIN 77-0581543medical practiceLatest filing 2024
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
13
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.9M assets / 13 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
BRIAN A. LENSER, M.D. 401(K) PROFIT SHARING PLAN
401k
Assets$3.5M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BRIAN A. LENSER, M. D. CASH BALANCE PLAN
CashBalance
Assets$1.4M
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 | BRIAN A. LENSER, M.D. 401(K) PROFIT SHARING PLAN | 401k | $3.5M | 10 | 2024 | |
| 002 | BRIAN A. LENSER, M. D. CASH BALANCE PLAN | CashBalance | $1.4M | 3 | 2024 |
Retirement plans