Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LISA C. FISHMAN, M.D, PLLC
EIN 82-1340256medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
6
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 6 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
LISA C. FISHMAN, MD, PLLC CASH BALANCE PLAN
CashBalance
Assets$865K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LISA FISHMAN, M.D., PLLC DEFINED CONTRIBUTION PLAN
ProfitSharing
Assets$571K
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 | |
|---|---|---|---|---|---|---|
| 002 | LISA C. FISHMAN, MD, PLLC CASH BALANCE PLAN | CashBalance | $865K | 3 | 2024 | |
| 001 | LISA FISHMAN, M.D., PLLC DEFINED CONTRIBUTION PLAN | ProfitSharing | $571K | 3 | 2025 |
Retirement plans