Assets by plan
Share of aggregate retirement assets
63%top
Sponsor portfolio
ERIC L. ELLIS, M.D., INC. DBA LINCOLN URGENT CARE
EIN 77-0638445Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
79
77 LINCOLN BOULEVARD, SUITE 1 - LINCOLN, CA 95648916-258-2751
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 79 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
ERIC L. ELLIS, M.D., INC. 401(K) PLAN
401k
Assets$1.8M
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ERIC L. ELLIS, M.D., INC. CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants30
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 | ERIC L. ELLIS, M.D., INC. 401(K) PLAN | 401k | $1.8M | 49 | 2025 | |
| 002 | ERIC L. ELLIS, M.D., INC. CASH BALANCE PLAN | CashBalance | $1.1M | 30 | 2024 |
Retirement plans